| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JAMES ELIOS Elios Financial Group Inc. | 8,089 | $356,193.2 | $339,090.88 | -$17,102.32 | -4.8% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 4,628 | $198,291.93 | $193,774.36 | -$4,517.57 | -2.28% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 4,915 | $213,557 | $206,233.4 | -$7,323.6 | -3.43% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,177 | $219,919.15 | $217,071.61 | -$2,847.54 | -1.29% |
Archer Investment Management LLC Archer Investment Management LLC | 54,885 | $2.39M | $2.3M | -$87,220.6 | -3.65% |
Jeremy Will Bestgate Wealth Advisors LLC | 5,869 | $243,995 | $245,911.1 | $1,916.1 | 0.79% |
Rossby Financial LLC Rossby Financial LLC | 14,184 | $618,089.87 | $594,735.12 | -$23,354.75 | -3.78% |
Ameriflex Group Inc. Ameriflex Group Inc. | 354 | $15,381 | $14,843.22 | -$537.78 | -3.5% |
Kilter Group LLC Kilter Group LLC | 4 | $174.22 | $167.72 | -$6.5 | -3.73% |
Balance Wealth LLC Balance Wealth LLC | 9,275 | $405,269.73 | $389,179 | -$16,090.73 | -3.97% |