| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 190 | $3,038.55 | $3,698.35 | $659.8 | 21.71% |
| SE Sima Elimelech Activest Wealth Management | 500 | $9,475 | $9,732.5 | $257.5 | 2.72% |
Lukas Lindgren Abound Wealth Management | 30 | $392 | $575.37 | $183.37 | 46.78% |
| SS Sheryl Stephens Stephens Consulting LLC | 137 | $2,731.63 | $2,627.52 | -$104.11 | -3.81% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,300 | $54,625 | $44,111.7 | -$10,513.3 | -19.25% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 75 | $2,308.85 | $1,438.42 | -$870.43 | -37.7% |
Carmen McClennon WR Wealth Planners, LLC | 885 | $15,488.57 | $16,973.41 | $1,484.84 | 9.59% |
Millstone Evans Group LLC Millstone Evans Group LLC | 64 | $1,213 | $1,227.46 | $14.46 | 1.19% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $17.86 | $19.18 | $1.32 | 7.39% |