| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 4,105 | $238,898 | $235,216.5 | -$3,681.5 | -1.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $2,211 | $2,177.4 | -$33.6 | -1.52% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 65,220 | $3.29M | $3.84M | $550,489.36 | 16.73% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 6,427 | $311,656.05 | $368,267.1 | $56,611.05 | 18.16% |