| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 10,718 | $452,300 | $446,833.42 | -$5,466.58 | -1.21% |
Crux Wealth Advisors Crux Wealth Advisors | 322,805 | $13.62M | $13.46M | -$162,940.07 | -1.2% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 18,934 | $797,831.27 | $789,453.13 | -$8,378.14 | -1.05% |
| CWM Copia Wealth Management Copia Wealth Management | 5 | $211 | $208.4 | -$2.6 | -1.23% |