| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 30,456 | $3.36M | $3.83M | $466,323.47 | 13.88% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 64,371 | $7.14M | $8.06M | $913,551.38 | 12.79% |
Copia Wealth Management Copia Wealth Management | 140 | $20,737 | $17,753.4 | -$2,983.6 | -14.39% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,881 | $204,201 | $234,476.05 | $30,275.05 | 14.83% |