| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 26 | $1,026 | $1,084.2 | $58.2 | 5.67% |
Columbia River Financial Group LLC Columbia River Financial Group LLC | 89,112 | $3.21M | $3.72M | $502,018.62 | 15.62% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 736 | $30,502 | $30,470.4 | -$31.6 | -0.1% |
Bonnie Courtney Cambridge Financial Group LLC | 12,546 | $444,136.23 | $519,404.4 | $75,268.17 | 16.95% |