| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 9,415 | $469,430 | $470,090.95 | $660.95 | 0.14% |
| CWM Copia Wealth Management Copia Wealth Management | 78,709 | $3.92M | $3.93M | $7,041.03 | 0.18% |
Candy Palugi Claris Financial LLC | 15,213 | $760,320.67 | $758,824.44 | -$1,496.23 | -0.2% |
John R. Hanahan Yukon Wealth Management Inc. | 10,021 | $499,647 | $500,548.95 | $901.95 | 0.18% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,980 | $349,070.26 | $348,162.4 | -$907.86 | -0.26% |
Tyler Rudek Heritage Wealth Architects Inc. | 19,313 | $965,457.29 | $963,332.44 | -$2,124.85 | -0.22% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 23,630 | $1.18M | $1.18M | -$2,835.6 | -0.24% |
Horan Wealth LLC Horan Wealth LLC | 9,601 | $478,723 | $479,185.91 | $462.91 | 0.1% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 25,071 | $1.25M | $1.25M | $1,413.89 | 0.11% |
Matthew Jenkins GatePass Capital LLC | 36,800 | $1.84M | $1.84M | -$42 | - |