| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KD Keith Dwyer LeClair Wealth Partners LLC | 75,038 | $6M | $5.82M | -$174,819.34 | -2.92% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,960 | $156,580.45 | $152,135.2 | -$4,445.25 | -2.84% |
| SCM Sunbeam Capital Management LLC Sunbeam Capital Management LLC | 21,911 | $1.61M | $1.7M | $88,711.37 | 5.51% |
| CWM Copia Wealth Management Copia Wealth Management | 69 | $5,448 | $5,373.03 | -$74.97 | -1.38% |