| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 2,166 | $36,432.56 | $42,865.14 | $6,432.58 | 17.66% |
| JM Jared Machen BWM Planning LLC | 176,004 | $3.05M | $3.48M | $429,090.99 | 14.05% |
| WCM WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 100,868 | $1.69M | $2M | $308,406.42 | 18.27% |