| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 49,058 | $945,688.6 | $913,950.54 | -$31,738.06 | -3.36% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 12,600 | $227,052 | $236,880 | $9,828 | 4.33% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 55,200 | $1.02M | $1.03M | $10,488 | 1.03% |
| DN Daniel Newman Noble Wealth Management PBC | 1,150 | $22,149 | $21,620 | -$529 | -2.39% |
| RM Rich Mowrer Brookwood Investment Group LLC | 96,166 | $1.73M | $1.81M | $74,415.64 | 4.29% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 159,000 | $2.92M | $2.96M | $41,445 | 1.42% |