| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 10,540 | $319,256.6 | $309,349 | -$9,907.6 | -3.1% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 2,516 | $61,465 | $72,838.2 | $11,373.2 | 18.5% |