| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 253,449 | $4.19M | $4.03M | -$155,847.11 | -3.72% |
Anna Christine Golden Reserve Retirement LLC | 89,745 | $1.48M | $1.43M | -$53,060.27 | -3.58% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 205,286 | $3.32M | $3.27M | -$55,510.51 | -1.67% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 4,498 | $74,037 | $71,720.61 | -$2,316.39 | -3.13% |
Caldwell Trust Co Caldwell Trust Co | 62 | $1,016 | $987.35 | -$28.65 | -2.82% |
Farnam Financial LLC Farnam Financial LLC | 194,069 | $3.22M | $3.09M | -$132,380.88 | -4.11% |
Berman McAleer LLC Berman McAleer LLC | 11,595 | $189,984 | $184,766.32 | -$5,217.68 | -2.75% |