| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ECC Elizabeth C. Carr CLG LLC | 232,957 | $9.91M | $9.14M | -$775,746.97 | -7.83% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 4,733 | $201,498.7 | $187,426.8 | -$14,071.9 | -6.98% |
| RM Rich Mowrer Brookwood Investment Group LLC | 7,562 | $312,072.64 | $299,568.63 | -$12,504.01 | -4.01% |
Justin Boggs Optima Capital LLC | 46,273 | $1.43M | $1.83M | $404,194.6 | 28.29% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 31,334 | $1.19M | $1.24M | $47,157.75 | 3.95% |
Todd Arthur Gomes Sonoma Allocations LLC | 308,858 | $11.77M | $12.23M | $458,654.13 | 3.9% |