| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anna Christine Golden Reserve Retirement LLC | 63,631 | $1.07M | $1.05M | -$18,940.11 | -1.77% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 210,039 | $3.46M | $3.47M | $8,672.87 | 0.25% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 3,642 | $60,926.57 | $60,111.21 | -$815.36 | -1.34% |
| FFL Farnam Financial LLC Farnam Financial LLC | 255,400 | $4.3M | $4.22M | -$83,995.43 | -1.95% |
Bonnie Courtney Cambridge Financial Group LLC | 17,638 | $290,841.03 | $291,115.19 | $274.16 | 0.09% |
| BML Berman McAleer LLC Berman McAleer LLC | 14,775 | $245,930 | $243,861.37 | -$2,068.63 | -0.84% |
Virtue Asset Management LLC Virtue Asset Management LLC | 31,415 | $525,964.18 | $518,504.57 | -$7,459.61 | -1.42% |