| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Copia Wealth Management Copia Wealth Management | 78,709 | $3.92M | $3.93M | $7,324.38 | 0.19% |
Candy Palugi Claris Financial LLC | 15,213 | $760,320.67 | $759,944.12 | -$376.55 | -0.05% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,980 | $349,070.26 | $348,720.8 | -$349.46 | -0.1% |
Tyler Rudek Heritage Wealth Architects Inc. | 19,313 | $965,457.29 | $964,298.09 | -$1,159.2 | -0.12% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 23,630 | $1.18M | $1.18M | -$945.2 | -0.08% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 29,562 | $1.47M | $1.48M | $2,628.25 | 0.18% |
Matthew Jenkins GatePass Capital LLC | 51,800 | $2.59M | $2.59M | $1,784 | 0.07% |