| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 25,476 | $947,459.31 | $908,983.68 | -$38,475.63 | -4.06% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 21,371 | $812,955.87 | $770,210.84 | -$42,745.03 | -5.26% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 57,360 | $1.93M | $2.05M | $116,592.34 | 6.04% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 13,066 | $466,388.98 | $470,898.64 | $4,509.66 | 0.97% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 20,608 | $794,196.22 | $742,712.32 | -$51,483.9 | -6.48% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 8,764 | $332,155.6 | $312,699.52 | -$19,456.08 | -5.86% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 937 | $35,516.06 | $33,432.16 | -$2,083.9 | -5.87% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 8,920 | $337,670.97 | $319,068.4 | -$18,602.57 | -5.51% |
Boreal Capital Management LLC Boreal Capital Management LLC | 25 | $995 | $896.75 | -$98.25 | -9.87% |