| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Freedom Financial Partners LLC Freedom Financial Partners LLC | 10,009 | $637,840.25 | $605,644.59 | -$32,195.66 | -5.05% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 22,284 | $1.33M | $1.35M | $17,424.28 | 1.31% |
| RFL Rossby Financial LLC Rossby Financial LLC | 645 | $43,521.9 | $38,222.7 | -$5,299.2 | -12.18% |
| SC Shawn Clark Accredited Wealth Management LLC | 300 | $18,126 | $17,778 | -$348 | -1.92% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 29 | $1,252.62 | $1,718.54 | $465.92 | 37.2% |
Thor Trading Advisors LLC Thor Trading Advisors LLC | 66,334 | $4.15M | $3.99M | -$166,497.92 | -4.01% |
| CWM Copia Wealth Management Copia Wealth Management | 497 | $28,596.57 | $30,356.76 | $1,760.19 | 6.16% |
| KGL Kilter Group LLC Kilter Group LLC | 100 | $5,711 | $5,908 | $197 | 3.45% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 194 | $11,098.6 | $11,496.44 | $397.84 | 3.58% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 15 | $1,005.6 | $888.9 | -$116.7 | -11.61% |