| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Don Ruffin Park Square Financial Group LLC | 10 | $760 | $764.8 | $4.8 | 0.63% |
| CWM Copia Wealth Management Copia Wealth Management | 392 | $27,063.88 | $29,980.16 | $2,916.28 | 10.78% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 15,814 | $935,766.82 | $1.21M | $273,687.9 | 29.25% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 16,032 | $1.08M | $1.22M | $141,553.77 | 13.08% |