| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 13,601 | $516,798.18 | $529,282.91 | $12,484.73 | 2.42% |
Steven Trigili Garden State Investment Advisory Services LLC | 27,416 | $1.07M | $1.07M | -$2,081.3 | -0.19% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 96,069 | $3.73M | $3.74M | $14,275.6 | 0.38% |