| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 64 | $3,230 | $3,237.76 | $7.76 | 0.24% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 25,033 | $1.27M | $1.27M | $1,150.78 | 0.09% |
| RFL Rossby Financial LLC Rossby Financial LLC | 3,369 | $170,130.73 | $170,437.71 | $306.98 | 0.18% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 39,613 | $2M | $2M | $1,424.42 | 0.07% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 38,196 | $1.93M | $1.93M | $3,547.75 | 0.18% |
| CWM Copia Wealth Management Copia Wealth Management | 4,809 | $242,726.7 | $243,287.31 | $560.61 | 0.23% |
| RM Rich Mowrer Brookwood Investment Group LLC | 115,491 | $5.85M | $5.84M | -$7,332.89 | -0.13% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,795 | $393,344.58 | $394,349.05 | $1,004.47 | 0.26% |
Invested Advisors Invested Advisors | 10,388 | $524,236.47 | $525,528.92 | $1,292.45 | 0.25% |