| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EWL Elyxium Wealth LLC Elyxium Wealth LLC | 206 | $20,314.85 | $19,870.76 | -$444.09 | -2.19% |
| MWG Martin Worley Group Martin Worley Group | 62,696 | $5.98M | $6.05M | $67,534.87 | 1.13% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 2,648 | $251,825.24 | $255,426.08 | $3,600.84 | 1.43% |
| DN Daniel Newman Noble Wealth Management PBC | 415 | $40,881.1 | $40,030.9 | -$850.2 | -2.08% |
| BWM Bernard Wealth Management Corp Bernard Wealth Management Corp | 46,001 | $4.43M | $4.44M | $3,892.65 | 0.09% |
| FFL Fortitude Financial LLC Fortitude Financial LLC | 2,619 | $256,269 | $252,628.74 | -$3,640.26 | -1.42% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 4,576 | $437,651.29 | $441,400.96 | $3,749.67 | 0.86% |
| CTC Caldwell Trust Co Caldwell Trust Co | 11 | $1,046 | $1,061.06 | $15.06 | 1.44% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 11,889 | $1.17M | $1.15M | -$25,645.53 | -2.19% |