| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 25,237 | $545,447.28 | $545,119.2 | -$328.08 | -0.06% |
| CL Chris Lein Partners Wealth Management LLC | 216,965 | $3.74M | $4.71M | $969,201.52 | 25.91% |