| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,291 | $1.26M | $1.19M | -$78,284.22 | -6.19% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 150 | $49,754 | $54,082.5 | $4,328.5 | 8.7% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 676 | $241,342.74 | $243,731.79 | $2,389.05 | 0.99% |
United Financial Planning Group LLC United Financial Planning Group LLC | 23 | $7,629 | $8,292.65 | $663.65 | 8.7% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 712 | $253,885 | $256,711.59 | $2,826.59 | 1.11% |
| BML Berman McAleer LLC Berman McAleer LLC | 8,599 | $3.07M | $3.1M | $34,217.07 | 1.12% |
Jon Borer Capitolis Liquid Global Markets LLC | 9,700 | $3.13M | $3.42M | $286,925.86 | 9.16% |