| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAM Clark Asset Management LLC Clark Asset Management LLC | 14,135 | $718,553 | $714,665.6 | -$3,887.4 | -0.54% |
| NCI North Capital Inc. North Capital Inc. | 7,475 | $379,992 | $377,936 | -$2,056 | -0.54% |
| IWC Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 23,052 | $1.16M | $1.17M | $1,383.12 | 0.12% |
| RM Rich Mowrer Brookwood Investment Group LLC | 127,650 | $6.49M | $6.45M | -$39,566.89 | -0.61% |
| CD Cole Dimond Caliber Wealth Management LLC / KS | 91,073 | $4.63M | $4.6M | -$28,413.32 | -0.61% |