| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bingham Private Wealth LLC Bingham Private Wealth LLC | 2,370 | $232,225.22 | $241,360.8 | $9,135.58 | 3.93% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 13 | $1,263.75 | $1,344.2 | $80.45 | 6.37% |
| AS Aryn Sands GK Wealth Management LLC | 1,157 | $106,444 | $115,202.49 | $8,758.49 | 8.23% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 62 | $5,540 | $6,272.54 | $732.54 | 13.22% |
Gibbs Wealth Management Gibbs Wealth Management | 8,294 | $847,881.08 | $838,025.76 | -$9,855.32 | -1.16% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 28 | $1,998.62 | $2,835.14 | $836.52 | 41.85% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 62 | $5,581.86 | $6,265.1 | $683.24 | 12.24% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 431,689 | $40.25M | $44.14M | $3.89M | 9.65% |