| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,596 | $206.47 | $206.47 | - | - |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 12,316 | $299,253.39 | $553,282 | $254,028.61 | 84.89% |
Joshua Stipcich Tidemark, LLC | 136,611 | $6.14M | $6.14M | - | - |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 81,803 | $3.12M | $3.05M | -$72,453.44 | -2.32% |
Camaron Barta BXM Wealth LLC | 6,550 | $294,251 | $294,251 | - | - |