| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BJR Brian Joseph Rellihan Wise Wealth Partners | 3,265 | $246,876.93 | $264,285.42 | $17,408.49 | 7.05% |
| SCM Sunbeam Capital Management LLC Sunbeam Capital Management LLC | 21,396 | $1.57M | $1.72M | $146,596.34 | 9.34% |
| CWM Copia Wealth Management Copia Wealth Management | 69 | $5,448 | $5,567.95 | $119.95 | 2.2% |