| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Aldis Birkans Bank of Jackson Hole Trust | 97 | $5,041 | $5,025.57 | -$15.43 | -0.31% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 17,759 | $920,345.68 | $920,093.79 | -$251.89 | -0.03% |
| EA Elizabeth Arce Sovran Advisors LLC | 29,900 | $1.55M | $1.55M | -$4,934 | -0.32% |
| PW Potentia Wealth Potentia Wealth | 81,272 | $4.21M | $4.21M | $962.56 | 0.02% |
| SK Samira Kadam Synergy Investment Management LLC | 9,360 | $484,552.21 | $484,941.6 | $389.39 | 0.08% |
| MWM Maridea Wealth Management LLC Maridea Wealth Management LLC | 19,601 | $1.02M | $1.02M | -$490.19 | -0.05% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,177 | $60,866.92 | $60,980.37 | $113.45 | 0.19% |
| RM Rich Mowrer Brookwood Investment Group LLC | 37,093 | $1.92M | $1.92M | $318.18 | 0.02% |
| JVT James V. Thompson Jr. Bulwark Capital Corp | 70,695 | $3.67M | $3.66M | -$2,411.27 | -0.07% |