| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 12,963 | $1.35M | $1.44M | $92,950.4 | 6.89% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 146 | $15,904 | $16,033.72 | $129.72 | 0.82% |