| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 13,227 | $345,621.51 | $340,529.11 | -$5,092.4 | -1.47% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 58,827 | $1.53M | $1.51M | -$23,020.76 | -1.5% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 32,721 | $843,876 | $843,547.38 | -$328.62 | -0.04% |
| RM Rich Mowrer Brookwood Investment Group LLC | 161,186 | $4.16M | $4.16M | $1,611.8 | 0.04% |