| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 69,481 | $850,608.83 | $874,070.98 | $23,462.15 | 2.76% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 5,111 | $62,559 | $63,529.73 | $970.73 | 1.55% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 11,405 | $139,597 | $143,474.9 | $3,877.9 | 2.78% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 37,128 | $454,436.69 | $467,070.24 | $12,633.55 | 2.78% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 1,289 | $16,048 | $16,215.62 | $167.62 | 1.04% |
| CTC Caldwell Trust Co Caldwell Trust Co | 31,797 | $409,465.93 | $400,006.26 | -$9,459.67 | -2.31% |