| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 398 | $18,551.93 | $23,557.62 | $5,005.69 | 26.98% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 16,559 | $723,061.37 | $947,837.16 | $224,775.79 | 31.09% |