| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KVD Kurt Van Dyken Lifeworks Advisors LLC | 10,410 | $327,394.5 | $339,990.6 | $12,596.1 | 3.85% |
| WB William Bromley Innova Wealth Partners | 37,583 | $1.19M | $1.23M | $39,484.2 | 3.32% |