| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 86,650 | $1.8M | $1.8M | -$1,374.54 | -0.08% |
VestGen Advisors LLC VestGen Advisors LLC | 162,155 | $3.37M | $3.37M | -$4,691.35 | -0.14% |
Elizabeth Arce Sovran Advisors LLC | 183,659 | $3.78M | $3.8M | $21,116.41 | 0.56% |
| DN Daniel Newman Noble Wealth Management PBC | 110,834 | $2.31M | $2.29M | -$18,841.54 | -0.81% |
| ASB Albert Sidney Browning Integras Partners LLC | 11,527 | $239,646 | $239,300.52 | -$345.48 | -0.14% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 257,670 | $5.33M | $5.33M | -$3,540.08 | -0.07% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,274 | $88,864 | $88,728.24 | -$135.76 | -0.15% |
Alpha Wealth Funds LLC Alpha Wealth Funds LLC | 28,762 | $597,962 | $596,523.88 | -$1,438.12 | -0.24% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 254,808 | $5.26M | $5.28M | $20,384.64 | 0.39% |
Cole Dimond Caliber Wealth Management LLC / KS | 16,323 | $332,664.37 | $338,130.94 | $5,466.57 | 1.64% |
Nicole Reese WPG Advisers LLC | 18,209 | $378,565 | $378,018.84 | -$546.16 | -0.14% |
Winnow Wealth LLC Winnow Wealth LLC | 39,574 | $825,508 | $821,556.24 | -$3,951.76 | -0.48% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 21,465 | $446,257 | $444,540.15 | -$1,716.85 | -0.38% |