| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 51,337 | $2.78M | $2.82M | $36,192.58 | 1.3% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 300 | $16,251 | $16,422 | $171 | 1.05% |
Loni Adams Daymark Wealth Partners LLC | 8,371 | $453,449 | $459,442.33 | $5,993.33 | 1.32% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 16,503 | $893,951 | $907,872.94 | $13,921.94 | 1.56% |