| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ira Ravitz Beverly Hills Private Wealth LLC | 10,320 | $207,070 | $217,597.19 | $10,527.19 | 5.08% |
Heather Scully NWF Advisory Services Inc. | 14,289 | $297,896.93 | $307,356.39 | $9,459.46 | 3.18% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 199 | $4,071.25 | $4,195.91 | $124.66 | 3.06% |