| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Cocivera Cora Capital Advisors LLC | 7,777 | $323,066.29 | $318,776.9 | -$4,289.39 | -1.33% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 213,246 | $9.03M | $8.83M | -$198,438.6 | -2.2% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 182,203 | $7.82M | $7.54M | -$272,748.19 | -3.49% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 3,346 | $141,348.74 | $138,524.4 | -$2,824.34 | -2% |