| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alison Gould Persium Advisors, LLC | 6,800 | $204,782 | $205,632 | $850 | 0.42% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 18,929 | $554,548 | $571,561.15 | $17,013.15 | 3.07% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 373,902 | $10.25M | $11.31M | $1.05M | 10.28% |
| RM Rich Mowrer Brookwood Investment Group LLC | 229,417 | $6.5M | $6.9M | $397,235.28 | 6.11% |