| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nova Wealth Management Inc. Nova Wealth Management Inc. | 9,699 | $652,624.62 | $737,317.98 | $84,693.36 | 12.98% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 4,577 | $366,984.94 | $343,892.89 | -$23,092.05 | -6.29% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 57,076 | $4.72M | $4.29M | -$434,478.31 | -9.2% |
Heather LeVar Roxbury Financial LLC | 1,714 | $120,317 | $130,349.7 | $10,032.7 | 8.34% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,960 | $156,580.45 | $148,999.2 | -$7,581.25 | -4.84% |
| SCM Sunbeam Capital Management LLC Sunbeam Capital Management LLC | 21,911 | $1.61M | $1.65M | $40,288.06 | 2.5% |
Copia Wealth Management Copia Wealth Management | 69 | $5,448 | $5,245.38 | -$202.62 | -3.72% |
| AS Aryn Sands GK Wealth Management LLC | 832 | $58,397 | $64,163.84 | $5,766.84 | 9.88% |