| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Mills Mills Wealth Advisors LLC | 6,753 | $680,297 | $680,567.34 | $270.34 | 0.04% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 6,260 | $630,632 | $630,882.8 | $250.8 | 0.04% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 9,232 | $929,846.99 | $928,416.08 | -$1,430.91 | -0.15% |
Candy Palugi Claris Financial LLC | 6,619 | $665,667.23 | $667,062.82 | $1,395.59 | 0.21% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 10,916 | $1.1M | $1.1M | $2,807.09 | 0.26% |
Nicole Reese WPG Advisers LLC | 14,121 | $1.42M | $1.42M | $564.38 | 0.04% |