| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ASB Albert Sidney Browning Integras Partners LLC | 43,437 | $3.77M | $4.1M | $333,926.31 | 8.86% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1 | $90 | $94.43 | $4.43 | 4.92% |
| CWM Copia Wealth Management Copia Wealth Management | 113 | $10,178 | $11,683.07 | $1,505.07 | 14.79% |
Matthew Chester Tableaux LLC | 35,169 | $3.23M | $3.59M | $362,537.51 | 11.24% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 21,396 | $1.8M | $2.02M | $223,015.06 | 12.41% |
Base Wealth Management LLC Base Wealth Management LLC | 20,016 | $1.77M | $1.89M | $115,927.5 | 6.53% |