| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 10,482 | $34,485.78 | $33,542.4 | -$943.38 | -2.74% |
Mark Perrault Intergy Private Wealth LLC | 13,920 | $41,346.06 | $43,012.8 | $1,666.74 | 4.03% |
Dalila Toledo Ascent Group LLC | 52,882 | $157,585.4 | $166,049.48 | $8,464.08 | 5.37% |
Courtney Holt Compound Planning, Inc. | 12,566 | $36,692.08 | $39,331.58 | $2,639.5 | 7.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,922 | $24,358.11 | $27,568.98 | $3,210.87 | 13.18% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 14,355 | $42,644.52 | $44,572.27 | $1,927.75 | 4.52% |
Benj Foor Frazier Financial Advisors, LLC | 333 | $1,096 | $1,042.29 | -$53.71 | -4.9% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 587 | $1,931 | $1,825.57 | -$105.43 | -5.46% |