| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FLP Financial Life Planners Financial Life Planners | 819 | $2,883 | $2,309.58 | -$573.42 | -19.89% |
| BM Berkeley Meredith Hughes Financial Services LLC | 37 | $130 | $104.15 | -$25.85 | -19.88% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,350 | $6,007.89 | $3,786.75 | -$2,221.14 | -36.97% |
| RFL Rossby Financial LLC Rossby Financial LLC | 150 | $513 | $423 | -$90 | -17.54% |
| SC Shawn Clark Accredited Wealth Management LLC | 15 | $97.8 | $42.37 | -$55.43 | -56.68% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 220 | $1,215.8 | $621.5 | -$594.3 | -48.88% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 745 | $2,131 | $2,103.58 | -$27.42 | -1.29% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 20,556 | $128,686.85 | $58,041.92 | -$70,644.93 | -54.9% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 83,682 | $444,579.95 | $241,012.53 | -$203,567.42 | -45.79% |