| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 11,078 | $278,833 | $261,385.41 | -$17,447.59 | -6.26% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 127,313 | $3.16M | $3M | -$153,919.66 | -4.87% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 52,057 | $1.29M | $1.23M | -$61,167.01 | -4.74% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 7,126 | $176,898 | $168,173.6 | -$8,724.4 | -4.93% |
Fire Capital Management LLC Fire Capital Management LLC | 95,360 | $2.37M | $2.25M | -$122,095.18 | -5.15% |
Linda M. Cash Hicks Capital Management LLC | 43,031 | $1.08M | $1.02M | -$59,578.14 | -5.54% |
Kenneth R. Wink Summit Financial Consulting LLC | 40,281 | $986,316.83 | $951,034.41 | -$35,282.42 | -3.58% |
| RM Rich Mowrer Brookwood Investment Group LLC | 10,109 | $250,412.76 | $238,622.94 | -$11,789.82 | -4.71% |