| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 8,920 | $813,388.28 | $783,800.4 | -$29,587.88 | -3.64% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,805 | $259,556.3 | $246,559.5 | -$12,996.8 | -5.01% |
Candy Palugi Claris Financial LLC | 5,367 | $485,398.13 | $472,215.49 | -$13,182.64 | -2.72% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 32,298 | $2.93M | $2.84M | -$87,952.57 | -3% |
Mike Silane 21 West Wealth Management LLC | 40,674 | $3.74M | $3.58M | -$167,651.5 | -4.48% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 2,200 | $202,799.55 | $193,413 | -$9,386.55 | -4.63% |
Caldwell Trust Co Caldwell Trust Co | 34 | $3,074 | $2,989.11 | -$84.89 | -2.76% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 17,402 | $1.62M | $1.53M | -$93,011.47 | -5.74% |
Base Wealth Management LLC Base Wealth Management LLC | 7,548 | $697,963.63 | $663,657.9 | -$34,305.73 | -4.92% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 70,678 | $6.59M | $6.21M | -$380,011.58 | -5.76% |