| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 203,571 | $10.03M | $9.72M | -$309,846.53 | -3.09% |
United Financial Planning Group LLC United Financial Planning Group LLC | 127,387 | $6.26M | $6.11M | -$150,381.85 | -2.4% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 15,062 | $744,007.8 | $719,511.74 | -$24,496.06 | -3.29% |
| PCL Payne Capital LLC Payne Capital LLC | 23,256 | $1.15M | $1.11M | -$32,980.89 | -2.88% |
Manske Wealth Management Manske Wealth Management | 54,214 | $2.65M | $2.59M | -$63,795.37 | -2.4% |