| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 37,993 | $895,655.44 | $912,732.47 | $17,077.03 | 1.91% |
| WB William Bromley Innova Wealth Partners | 36,613 | $918,453.45 | $879,579.76 | -$38,873.69 | -4.23% |
Jim Clark Worth Asset Management LLC | 14,504 | $367,967.87 | $349,919.15 | -$18,048.72 | -4.9% |
| ECC Elizabeth C. Carr CLG LLC | 130,818 | $2.98M | $3.16M | $180,063.63 | 6.05% |