| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 261,015 | $4.38M | $4.25M | -$126,862.35 | -2.9% |
Anna Christine Golden Reserve Retirement LLC | 86,334 | $1.45M | $1.41M | -$41,974.18 | -2.9% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 213,527 | $3.51M | $3.48M | -$39,165.22 | -1.11% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 3,642 | $60,926.57 | $59,346.39 | -$1,580.18 | -2.59% |
Caldwell Trust Co Caldwell Trust Co | 75 | $1,248 | $1,220.62 | -$27.38 | -2.19% |
Farnam Financial LLC Farnam Financial LLC | 255,400 | $4.3M | $4.15M | -$145,291.43 | -3.38% |
Bonnie Courtney Cambridge Financial Group LLC | 17,638 | $290,841.03 | $287,411.21 | -$3,429.82 | -1.18% |
Berman McAleer LLC Berman McAleer LLC | 14,775 | $245,930 | $240,610.87 | -$5,319.13 | -2.16% |
Virtue Asset Management LLC Virtue Asset Management LLC | 31,415 | $525,964.18 | $511,279.12 | -$14,685.06 | -2.79% |