| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 108 | $2,838.24 | $3,096.9 | $258.66 | 9.11% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,127 | $279,286.2 | $263,131.41 | -$16,154.79 | -5.78% |
| RS Radon Stancil POM Investment Strategies LLC | 85 | $2,459 | $2,443.32 | -$15.68 | -0.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 191,923 | $5.26M | $5.52M | $258,047.41 | 4.9% |
Chandler te Velde Maia Wealth LLC | 18,728 | $512,906.62 | $549,198.6 | $36,291.98 | 7.08% |