| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 1,500 | $3,840 | $3,705 | -$135 | -3.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,800 | $39,552 | $31,680 | -$7,872 | -19.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,900 | $34,510 | $29,146.67 | -$5,363.33 | -15.54% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 42,950 | $127,562 | $104,798 | -$22,764 | -17.85% |
Courtney Holt Compound Planning, Inc. | 18,244 | $50,785.94 | $44,697.8 | -$6,088.14 | -11.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,128 | $28,662 | $24,762.96 | -$3,899.04 | -13.6% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 800 | $2,233 | $1,984 | -$249 | -11.15% |
| TW Travis Weitz Unified Investment Management | 10,345 | $30,621 | $25,138.35 | -$5,482.65 | -17.9% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 18,307 | $46,866 | $44,486.01 | -$2,379.99 | -5.08% |