| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 16 | $811 | $776.48 | -$34.52 | -4.26% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 73 | $2,904 | $3,542.69 | $638.69 | 21.99% |
| CTC Caldwell Trust Co Caldwell Trust Co | 762 | $33,307.99 | $36,979.86 | $3,671.87 | 11.02% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 31,149 | $1.41M | $1.51M | $97,951.29 | 6.93% |
Landon Marsh Scott Marsh Financial LLC | 9,152 | $368,494 | $444,146.56 | $75,652.56 | 20.53% |
IFS Group LLC IFS Group LLC | 6,027 | $305,327 | $292,490.31 | -$12,836.69 | -4.2% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 256 | $11,863.85 | $12,423.68 | $559.83 | 4.72% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $1,013 | $970.6 | -$42.4 | -4.19% |