| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 23 | $931 | $961.4 | $30.4 | 3.27% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 1,488 | $57,064.8 | $62,362.08 | $5,297.28 | 9.28% |
| RL Rajendra Lachman Berbice Capital Management LLC | 100 | $4,047 | $4,194 | $147 | 3.63% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 6,313 | $265,125 | $264,483.13 | -$641.87 | -0.24% |
| DN Daniel Newman Noble Wealth Management PBC | 2,100 | $88,200 | $87,906 | -$294 | -0.33% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 58,598 | $2.37M | $2.45M | $82,607.24 | 3.48% |