| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,949 | $189,332 | $198,990.11 | $9,658.11 | 5.1% |
| BML Berman McAleer LLC Berman McAleer LLC | 4,450 | $215,514 | $224,235.5 | $8,721.5 | 4.05% |
| GK Gassan Kassira Kassira Wealth Management LLC | 5,094 | $242,847.03 | $256,686.66 | $13,839.63 | 5.7% |