| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marquette Associates Inc. Marquette Associates Inc. | 222 | $21,773 | $22,208.88 | $435.88 | 2% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 104 | $9,774.76 | $10,402.08 | $627.32 | 6.42% |
VestGen Advisors LLC VestGen Advisors LLC | 7,528 | $707,556.72 | $752,009.56 | $44,452.84 | 6.28% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 13,150 | $908,712.23 | $1.31M | $401,290.77 | 44.16% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 3,513 | $312,657.99 | $351,440.52 | $38,782.53 | 12.4% |