| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher H. Gardner Parkwoods Wealth Partners LLC | 6,260 | $630,632 | $630,186.06 | -$445.94 | -0.07% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 9,232 | $929,846.99 | $929,107.56 | -$739.43 | -0.08% |
Candy Palugi Claris Financial LLC | 6,619 | $665,667.23 | $666,334.73 | $667.5 | 0.1% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 10,916 | $1.1M | $1.1M | $1,606.33 | 0.15% |
Nicole Reese WPG Advisers LLC | 14,121 | $1.42M | $1.42M | -$1,271.35 | -0.09% |