| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Silane 21 West Wealth Management LLC | 38,562 | $3.56M | $3.54M | -$16,220.93 | -0.46% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 3,893 | $358,851.15 | $357,727.77 | -$1,123.38 | -0.31% |
| CTC Caldwell Trust Co Caldwell Trust Co | 34 | $3,074 | $3,124.26 | $50.26 | 1.64% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 17,137 | $1.6M | $1.57M | -$20,359.81 | -1.28% |
Base Wealth Management LLC Base Wealth Management LLC | 7,548 | $697,963.63 | $693,585.72 | -$4,377.91 | -0.63% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 67,175 | $6.27M | $6.17M | -$97,556.18 | -1.56% |