| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marquette Associates Inc. Marquette Associates Inc. | 55 | $15,184 | $15,275.97 | $91.97 | 0.61% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 112 | $27,033 | $31,458 | $4,425 | 16.37% |
VestGen Advisors LLC VestGen Advisors LLC | 2,560 | $617,907.2 | $718,988.8 | $101,081.6 | 16.36% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 24,508 | $5.29M | $6.87M | $1.57M | 29.75% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 2,857 | $616,984 | $802,102.75 | $185,118.75 | 30% |