| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sean Murray Quantum Financial Advisors LLC | 29,669 | $746,768.73 | $741,131.62 | -$5,637.11 | -0.75% |
| JF Jade Franke Retirement Investment Advisors Inc. | 59,533 | $1.48M | $1.48M | $297.36 | 0.02% |
| BWM BCO Wealth Management LLC BCO Wealth Management LLC | 21,795 | $548,606 | $545,528.85 | -$3,077.15 | -0.56% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 31,945 | $804,097 | $799,902.8 | -$4,194.2 | -0.52% |