| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 103 | $2,303 | $2,348.4 | $45.19 | 1.96% |
| MEG Millstone Evans Group LLC Millstone Evans Group LLC | 1,957 | $34,306 | $44,619.6 | $10,309.69 | 30.05% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 120 | $2,543.35 | $2,736 | $192.41 | 7.56% |
| HS Heather Scully NWF Advisory Services Inc. | 12,279 | $228,046.18 | $279,961.2 | $51,890.46 | 22.75% |
| DN Daniel Newman Noble Wealth Management PBC | 577 | $12,899.57 | $13,155.6 | $254.88 | 1.98% |
Nicole Reese WPG Advisers LLC | 279 | $5,540.13 | $6,361.2 | $820.51 | 14.81% |
Benjamin S. Smith Smith Asset Management Co LLC | 58,654 | $1.03M | $1.34M | $309,004.43 | 30.05% |