| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 44,122 | $2.23M | $2.23M | -$2,223.93 | -0.1% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 38,196 | $1.93M | $1.93M | -$80.87 | - |
| CWM Copia Wealth Management Copia Wealth Management | 8,009 | $404,230.64 | $404,374.41 | $183.81 | 0.04% |
| KGL Kilter Group LLC Kilter Group LLC | 246 | $12,414 | $12,420.54 | $7.77 | 0.06% |
| RM Rich Mowrer Brookwood Investment Group LLC | 161,509 | $8.18M | $8.15M | -$25,893.82 | -0.32% |
| JB Justin Boggs Optima Capital LLC | 1,228 | $61,965 | $62,001.72 | $42.86 | 0.07% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,795 | $393,344.58 | $393,569.55 | $263.94 | 0.07% |
| IA Invested Advisors Invested Advisors | 9,999 | $504,541 | $504,849.51 | $358.51 | 0.07% |