| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,633 | $50,635 | $60,306.69 | $9,671.69 | 19.1% |
| BFA Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 10,282 | $318,817 | $379,714.26 | $60,897.26 | 19.1% |