| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 9,751 | $260,784.62 | $282,583.98 | $21,799.36 | 8.36% |
| RN Ron New Whipplewood Advisors LLC | 18,696 | $513,921.8 | $542,651.4 | $28,729.6 | 5.59% |
| SCL Stance Capital LLC Stance Capital LLC | 362 | $9,513 | $10,481.71 | $968.71 | 10.18% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 8,680 | $242,121.96 | $251,416.2 | $9,294.24 | 3.84% |
William F. Blake PMG Family Office LLC | 59,907 | $1.72M | $1.75M | $24,960.88 | 1.45% |