| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd A. Rustman Clarity Capital Partners LLC | 14,089 | $104,681.33 | $104,822.16 | $140.83 | 0.13% |
Heather Fowler A4 Wealth Advisors LLC | 14,022 | $116,102.5 | $104,323.68 | -$11,778.82 | -10.15% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,312 | $2,976 | -$336 | -10.14% |
Heather Scully NWF Advisory Services Inc. | 13,500 | $111,780 | $91,057.5 | -$20,722.5 | -18.54% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 158,000 | $1.32M | $1.07M | -$255,194.38 | -19.32% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 44,268 | $328,468.56 | $298,366.32 | -$30,102.24 | -9.16% |
Ameriflex Group Inc. Ameriflex Group Inc. | 27,500 | $227,700 | $185,476.5 | -$42,223.5 | -18.54% |
Wallace Jones WJ Financial Advisors LLC | 503,994 | $3.96M | $3.4M | -$558,161.8 | -14.1% |