| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lee Larson Everstar Asset Management, LLC | 44,900 | $736,013.29 | $724,237 | -$11,776.29 | -1.6% |
Pines Wealth Management LLC Pines Wealth Management LLC | 21,274 | $345,727.74 | $343,149.62 | -$2,578.12 | -0.75% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $3,302 | $3,226 | -$76 | -2.3% |
| DN Daniel Newman Noble Wealth Management PBC | 72,317 | $1.15M | $1.17M | $20,725 | 1.81% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 23,667 | $371,050.57 | $381,748.71 | $10,698.14 | 2.88% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 238 | $3,716.34 | $3,827.04 | $110.7 | 2.98% |
Benjamin S. Smith Smith Asset Management Co LLC | 74,916 | $1.17M | $1.21M | $41,401.1 | 3.55% |