| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 32,164 | $776,348.9 | $739,964.98 | -$36,383.92 | -4.69% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 87,750 | $2.06M | $2.02M | -$41,916.43 | -2.03% |
Carol Somoano Asset Planning Inc. | 608 | $14,242 | $14,020.48 | -$221.52 | -1.56% |
| FG Fabian Guerra Guerra Advisors Inc. | 14,091 | $333,117.45 | $324,727.09 | -$8,390.36 | -2.52% |
| BM Boulos Michael TME Financial Inc. | 26,460 | $629,581.21 | $609,109.2 | -$20,472.01 | -3.25% |
| RM Rich Mowrer Brookwood Investment Group LLC | 43,370 | $1.02M | $999,244.8 | -$25,188.8 | -2.46% |
| AS Aryn Sands GK Wealth Management LLC | 56,116 | $1.31M | $1.3M | -$16,268.3 | -1.24% |
Winnow Wealth LLC Winnow Wealth LLC | 80,069 | $1.86M | $1.85M | -$16,507.38 | -0.89% |