| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bernard Wealth Management Corp Bernard Wealth Management Corp | 33 | $1,442.48 | $1,377.75 | -$64.73 | -4.49% |
Rossby Financial LLC Rossby Financial LLC | 14,954 | $653,452.99 | $624,927.66 | -$28,525.33 | -4.37% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 410,941 | $17.92M | $17.18M | -$743,817.18 | -4.15% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 139 | $6,059.23 | $5,783.79 | -$275.44 | -4.55% |
Ameriflex Group Inc. Ameriflex Group Inc. | 145 | $6,254.18 | $6,059.55 | -$194.63 | -3.11% |
| ECC Elizabeth C. Carr CLG LLC | 18,585 | $799,494.33 | $777,596.4 | -$21,897.93 | -2.74% |
Candy Palugi Claris Financial LLC | 25,368 | $1.09M | $1.06M | -$29,665.37 | -2.72% |
Cloud Capital Management LLC Cloud Capital Management LLC | 5,696 | $248,402.56 | $237,808 | -$10,594.56 | -4.27% |
QTR Family Wealth LLC QTR Family Wealth LLC | 30,893 | $1.35M | $1.29M | -$64,405.34 | -4.76% |
| AS Aryn Sands GK Wealth Management LLC | 1,415 | $58,405 | $58,736.65 | $331.65 | 0.57% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 8,510 | $365,675.99 | $355,164.85 | -$10,511.14 | -2.87% |
IFS Group LLC IFS Group LLC | 21,825 | $964,965.27 | $913,048.87 | -$51,916.4 | -5.38% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 20,931 | $920,976.06 | $874,706.49 | -$46,269.57 | -5.02% |