| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel mittelman Mittelman Wealth Management | 5,497 | $182,614.15 | $188,492.13 | $5,877.98 | 3.22% |
Kara Lilian Lynx Investment Advisory | 25,476 | $947,459.31 | $873,572.04 | -$73,887.27 | -7.8% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 21,371 | $812,955.87 | $729,819.65 | -$83,136.22 | -10.23% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 61,714 | $2.08M | $2.08M | -$3,227.48 | -0.15% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 13,066 | $466,388.98 | $448,817.1 | -$17,571.88 | -3.77% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 20,608 | $794,196.22 | $705,927.04 | -$88,269.18 | -11.11% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 8,764 | $332,155.6 | $301,262.5 | -$30,893.1 | -9.3% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 937 | $35,516.06 | $32,031.34 | -$3,484.72 | -9.81% |
Boreal Capital Management LLC Boreal Capital Management LLC | 25 | $995 | $853.75 | -$141.25 | -14.2% |