| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 11,211 | $295,858 | $275,173.99 | -$20,684.01 | -6.99% |
Lia Bertelson Mallini Complete Financial Planning LLC | 92,060 | $2.18M | $2.26M | $83,131.57 | 3.82% |
Rich Zeitz Bravias Capital Group LLC | 9,253 | $219,208.15 | $227,114.88 | $7,906.73 | 3.61% |