| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 44,519 | $2.47M | $2.63M | $157,822.68 | 6.39% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 160,272 | $8.47M | $9.46M | $985,418.32 | 11.63% |
Kilter Group LLC Kilter Group LLC | 76 | $3,874.05 | $4,498.44 | $624.39 | 16.12% |
Nicole Reese WPG Advisers LLC | 59,640 | $3.35M | $3.53M | $181,091.72 | 5.41% |
| AS Aryn Sands GK Wealth Management LLC | 150 | $9,156 | $9,030 | -$126 | -1.38% |
Justin Boggs Optima Capital LLC | 54,979 | $2.99M | $3.28M | $285,104.01 | 9.52% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 755 | $41,436.94 | $44,627.97 | $3,191.03 | 7.7% |
Winnow Wealth LLC Winnow Wealth LLC | 15,729 | $960,089 | $930,999.51 | -$29,089.49 | -3.03% |