| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC | 7,067 | $462,959 | $406,281.83 | -$56,677.17 | -12.24% |
Candy Palugi Claris Financial LLC | 5,095 | $333,773.65 | $292,911.55 | -$40,862.1 | -12.24% |
John R. Hanahan Yukon Wealth Management Inc. | 15,456 | $822,105 | $921,177.6 | $99,072.6 | 12.05% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 5,930 | $388,474 | $340,915.7 | -$47,558.3 | -12.24% |
Robert Amato Compass Wealth Management LLC/GA | 23,630 | $1.55M | $1.36M | -$189,512.97 | -12.24% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 275 | $18,015 | $15,809.75 | -$2,205.25 | -12.24% |
Jon Lewis Midwest Trust Co | 3,925 | $207,436.69 | $225,648.25 | $18,211.56 | 8.78% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,569 | $135,772 | $147,691.81 | $11,919.81 | 8.78% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 192,329 | $10.16M | $11.33M | $1.17M | 11.5% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 175 | $11,086 | $10,060.75 | -$1,025.25 | -9.25% |