| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 130,251 | $3.34M | $3.4M | $57,961.69 | 1.73% |
Thomas Mason Mason & Associates Inc. | 24,034 | $626,566.38 | $630,531.99 | $3,965.61 | 0.63% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 28,370 | $727,563 | $738,797.35 | $11,234.35 | 1.54% |
| PIL PFG Investments LLC PFG Investments LLC | 49,715 | $1.27M | $1.3M | $29,307.02 | 2.3% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 111,523 | $2.91M | $2.9M | -$7,073.62 | -0.24% |
| DN Daniel Newman Noble Wealth Management PBC | 1,038 | $27,051 | $27,031.08 | -$19.92 | -0.07% |