| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 7,655 | $425,997.97 | $509,118.74 | $83,120.77 | 19.51% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 9,057 | $589,339 | $587,437.02 | -$1,901.98 | -0.32% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 42,321 | $2.42M | $2.84M | $413,236.79 | 17.06% |