| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 16,173 | $530,739 | $519,800.22 | -$10,938.78 | -2.06% |
Jon Deven Mouton CAP Partners, LLC | 36,656 | $1.22M | $1.18M | -$45,827.04 | -3.74% |
Chandler te Velde Maia Wealth LLC | 12,446 | $415,821 | $400,263.36 | -$15,557.64 | -3.74% |
Jennifer Lutz Trademark Financial Management, LLC | 7,092 | $236,944 | $225,595.81 | -$11,348.19 | -4.79% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 11,730 | $393,515 | $376,884.9 | -$16,630.1 | -4.23% |