| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,225 | $632,413.17 | $703,250.5 | $70,837.33 | 11.2% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 20,000 | $621,614 | $737,900 | $116,286 | 18.71% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 7,078 | $223,011 | $261,886 | $38,875 | 17.43% |