| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 4,184 | $86,341.12 | $87,152.72 | $811.6 | 0.94% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 25,340 | $506,352.17 | $527,452.1 | $21,099.93 | 4.17% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 38,121 | $762,464.62 | $793,869.82 | $31,405.2 | 4.12% |
Binnacle Investments Inc. Binnacle Investments Inc. | 945 | $18,965.1 | $19,684.35 | $719.25 | 3.79% |
Kazuya Kagamihara Rakuten Investment Management Inc. | 61,046 | $1.26M | $1.27M | $6,961.67 | 0.55% |
Nicole Reese WPG Advisers LLC | 3,210 | $62,691.49 | $66,816.15 | $4,124.66 | 6.58% |
William P. Ratcliff Rebel Financial LLC | 235,679 | $5.04M | $4.91M | -$130,805.95 | -2.6% |
Molly Wheeler Burk Holdings LLC | 288 | $5,944 | $5,994.72 | $50.72 | 0.85% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 17 | $351 | $353.85 | $2.85 | 0.81% |