| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10 | $209.5 | $207.6 | -$1.9 | -0.91% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 179,050 | $3.62M | $3.66M | $39,748.99 | 1.1% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 13,127 | $266,347 | $268,315.88 | $1,968.88 | 0.74% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 16,940 | $343,713 | $347,270 | $3,557 | 1.03% |
Winnow Wealth LLC Winnow Wealth LLC | 25,654 | $544,377 | $530,011.64 | -$14,365.36 | -2.64% |