| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 108,759 | $5.65M | $5.64M | -$7,058.65 | -0.13% |
Elizabeth Arce Sovran Advisors LLC | 36,852 | $1.92M | $1.91M | -$4,409.66 | -0.23% |
| PW Potentia Wealth Potentia Wealth | 78,490 | $4.06M | $4.07M | $4,769.68 | 0.12% |
Samira Kadam Synergy Investment Management LLC | 8,863 | $458,836.92 | $459,369.29 | $532.37 | 0.12% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 4,753 | $246,728 | $246,443.05 | -$284.95 | -0.12% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 25,218 | $1.31M | $1.31M | -$172.29 | -0.01% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,223 | $322,662.78 | $322,631.43 | -$31.35 | -0.01% |
Rossby Financial LLC Rossby Financial LLC | 892 | $46,107.38 | $46,232.36 | $124.98 | 0.27% |
| RM Rich Mowrer Brookwood Investment Group LLC | 19,182 | $994,038.64 | $994,490.79 | $452.15 | 0.05% |
James V. Thompson Jr. Bulwark Capital Corp | 132,666 | $6.88M | $6.88M | -$3,680.46 | -0.05% |