| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 286 | $7,570.69 | $8,062.34 | $491.65 | 6.49% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 60 | $1,528.59 | $1,683 | $154.41 | 10.1% |
| CWM Copia Wealth Management Copia Wealth Management | 23 | $530 | $631.81 | $101.81 | 19.21% |