| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 140 | $5,209 | $6,137.6 | $928.6 | 17.83% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 15,997 | $651,110.89 | $701,308.48 | $50,197.59 | 7.71% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 33 | $1,228 | $1,401.84 | $173.84 | 14.16% |