| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 12,815 | $335,354 | $335,881.15 | $527.15 | 0.16% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 327,527 | $8.31M | $8.58M | $276,694.68 | 3.33% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 833,977 | $21.15M | $21.86M | $704,544.19 | 3.33% |