| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Salvatore Cocivera Cora Capital Advisors LLC | 7,249 | $300,821.65 | $303,080.69 | $2,259.04 | 0.75% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 213,246 | $9.03M | $8.96M | -$68,358.54 | -0.76% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 180,682 | $7.75M | $7.59M | -$161,418.04 | -2.08% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,860 | $78,736 | $78,138.6 | -$597.4 | -0.76% |