| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 37,993 | $895,655.44 | $1.01M | $118,947.62 | 13.28% |
| WB William Bromley Innova Wealth Partners | 36,166 | $907,117.53 | $967,078.84 | $59,961.31 | 6.61% |
Jim Clark Worth Asset Management LLC | 14,504 | $367,967.87 | $342,018.82 | -$25,949.05 | -7.05% |
| ECC Elizabeth C. Carr CLG LLC | 27,448 | $669,978.54 | $755,094.48 | $85,115.94 | 12.7% |