| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maridea Wealth Management LLC Maridea Wealth Management LLC | 7,967 | $407,823.13 | $349,193.61 | -$58,629.52 | -14.38% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 2,126 | $99,972.79 | $93,809.75 | -$6,163.04 | -6.16% |
| SFA Salus Financial Advisors LLC Salus Financial Advisors LLC | 92,543 | $4.01M | $4.08M | $66,063.02 | 1.65% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 91 | $4,627 | $3,990.8 | -$636.2 | -13.75% |
Ameriflex Group Inc. Ameriflex Group Inc. | 20 | $637 | $893.2 | $256.2 | 40.22% |
Brucke Financial Inc. Brucke Financial Inc. | 6,358 | $232,043.59 | $283,630.38 | $51,586.79 | 22.23% |
Binnacle Investments Inc. Binnacle Investments Inc. | 64 | $3,982 | $2,844.8 | -$1,137.2 | -28.56% |
Balance Wealth LLC Balance Wealth LLC | 75,728 | $3.8M | $3.38M | -$412,758.68 | -10.87% |
| AS Aryn Sands GK Wealth Management LLC | 6,744 | $214,864.05 | $304,559.04 | $89,694.99 | 41.74% |
Justin Boggs Optima Capital LLC | 71,393 | $3.75M | $3.19M | -$557,574.03 | -14.88% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 12,719 | $786,822.29 | $566,885.83 | -$219,936.46 | -27.95% |