| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 128 | $3,242 | $3,277.95 | $35.95 | 1.11% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 12,108 | $309,601 | $310,073.77 | $472.77 | 0.15% |
| CWM Copia Wealth Management Copia Wealth Management | 259,814 | $6.64M | $6.64M | $1,264.74 | 0.02% |