| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 11,915 | $142,265.1 | $134,520.35 | -$7,744.75 | -5.44% |
Angela Pompian Sunpointe, LLC | 17,745 | $186,677 | $199,276.35 | $12,599.35 | 6.75% |
Michael D. Kim Marathon Strategic Advisors, LLC | 293,821 | $3.34M | $3.32M | -$19,165.09 | -0.57% |
David Millar Gen-Wealth Partners Inc | 1,525 | $17,308.75 | $16,965.62 | -$343.13 | -1.98% |
Lee Larson Everstar Asset Management, LLC | 111,723 | $1.3M | $1.27M | -$28,489.4 | -2.19% |
| EM Eric Myers Carrera Capital Advisors | 13,000 | $174,720 | $146,926 | -$27,794 | -15.91% |
Teresa Coleman Creekside Partners | 237,856 | $2.75M | $2.69M | -$52,421.16 | -1.91% |
Maggie Hartness Legacy Wealth Management LLC / MS | 55,109 | $607,723.16 | $623,833.88 | $16,110.72 | 2.65% |
Robert Warmkessel Grange Capital LLC | 146,012 | $1.51M | $1.64M | $132,602.74 | 8.79% |
George Hall II One8Zero8 LLC | 12,550 | $148,853 | $141,062 | -$7,791 | -5.23% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,700 | $39,923 | $42,069 | $2,146 | 5.38% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 77,082 | $928,745.77 | $877,578.57 | -$51,167.2 | -5.51% |
Caldwell Trust Co Caldwell Trust Co | 1,534 | $16,874 | $17,042.74 | $168.74 | 1% |
William F. Blake PMG Family Office LLC | 100,303 | $1.09M | $1.14M | $50,031.01 | 4.61% |