| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BM Boulos Michael TME Financial Inc. | 33,930 | $855,202.02 | $839,937.15 | -$15,264.87 | -1.78% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 436,590 | $10.97M | $10.8M | -$168,566.25 | -1.54% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 35,728 | $894,115.04 | $883,732.08 | -$10,382.96 | -1.16% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,748 | $321,505 | $315,321.78 | -$6,183.22 | -1.92% |