| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Copia Wealth Management Copia Wealth Management | 10,639 | $1.16M | $1.5M | $334,032.01 | 28.74% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3,718 | $201,367 | $528,234.85 | $326,867.85 | 162.32% |
Manske Wealth Management Manske Wealth Management | 5,569 | $601,340.23 | $793,916.64 | $192,576.41 | 32.02% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 215 | $37,406.51 | $30,650.4 | -$6,756.11 | -18.06% |