| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 333,285 | $8.63M | $8.47M | -$168,595.53 | -1.95% |
Jason E. Archambault SK Wealth Management LLC | 164,637 | $4.34M | $4.18M | -$158,043.21 | -3.64% |
Caroline Jankowski Operose Advisors LLC | 22,354 | $582,768.78 | $591,710.38 | $8,941.6 | 1.53% |
Thomas Mason Mason & Associates Inc. | 24,034 | $626,566.38 | $626,806.72 | $240.34 | 0.04% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 28,648 | $734,807.23 | $723,934.96 | -$10,872.27 | -1.48% |
| PIL PFG Investments LLC PFG Investments LLC | 84,273 | $2.18M | $2.13M | -$45,912.02 | -2.11% |
Millstone Evans Group LLC Millstone Evans Group LLC | 403,194 | $10.51M | $10.4M | -$104,225.81 | -0.99% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 111,523 | $2.91M | $2.88M | -$28,820.6 | -0.99% |
| DN Daniel Newman Noble Wealth Management PBC | 1,038 | $27,051 | $26,780.4 | -$270.6 | -1% |