| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Stuart Evans Mather Group LLC | 15,060 | $352,855.85 | $390,656.4 | $37,800.55 | 10.71% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 38,462 | $908,280.92 | $995,008.09 | $86,727.17 | 9.55% |
| WB William Bromley Innova Wealth Partners | 33,348 | $835,653.05 | $862,709.43 | $27,056.38 | 3.24% |
Jim Clark Worth Asset Management LLC | 36,685 | $965,080.39 | $947,940.4 | -$17,139.99 | -1.78% |