| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 200 | $70,654 | $54,774 | -$15,880 | -22.48% |
IFS Group LLC IFS Group LLC | 1,010 | $328,245.02 | $277,017.85 | -$51,227.17 | -15.61% |
Basepoint Wealth LLC Basepoint Wealth LLC | 4 | $1,414 | $1,087.86 | -$326.14 | -23.07% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,011 | $251,905.38 | $273,344.07 | $21,438.69 | 8.51% |
Berman McAleer LLC Berman McAleer LLC | 1,190 | $389,521.98 | $327,000.1 | -$62,521.88 | -16.05% |
Jon Borer Capitolis Liquid Global Markets LLC | 105,775 | $29.26M | $28.84M | -$410,800.04 | -1.4% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,352 | $458,820.17 | $369,717.92 | -$89,102.25 | -19.42% |
Virtue Asset Management LLC Virtue Asset Management LLC | 2,923 | $778,605.23 | $801,720.44 | $23,115.21 | 2.97% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 22 | $7,469.25 | $5,959.14 | -$1,510.11 | -20.22% |
Gassan Kassira Kassira Wealth Management LLC | 7,206 | $2.31M | $1.98M | -$329,768.84 | -14.3% |