| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 145 | $9,208 | $9,761.4 | $553.4 | 6.01% |
| SK Sarah Kopesky Breakthru Advisory Services LLC | 10,489 | $666,051.53 | $706,119.48 | $40,067.95 | 6.02% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 90 | $6,647.4 | $6,058.8 | -$588.6 | -8.85% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 7,743 | $512,895.42 | $520,252.17 | $7,356.75 | 1.43% |
| CWM Copia Wealth Management Copia Wealth Management | 40 | $1,636.52 | $2,687.6 | $1,051.08 | 64.23% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 35,590 | $2.16M | $2.4M | $236,950.93 | 10.98% |