| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 7,528 | $707,556.72 | $782,249.54 | $74,692.82 | 10.56% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 13,150 | $908,712.23 | $1.33M | $421,410.27 | 46.37% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 3,483 | $309,715.7 | $352,305.45 | $42,589.75 | 13.75% |