| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather LeVar Roxbury Financial LLC | 2,119 | $106,002.32 | $105,610.96 | -$391.36 | -0.37% |
| RFL Rossby Financial LLC Rossby Financial LLC | 115 | $5,773 | $5,731.6 | -$41.4 | -0.72% |
| SFA Salus Financial Advisors LLC Salus Financial Advisors LLC | 79,432 | $3.96M | $3.96M | -$3,122.77 | -0.08% |
Molly Wheeler Burk Holdings LLC | 172 | $8,646 | $8,600 | -$46 | -0.53% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 198,581 | $9.97M | $9.9M | -$72,120.08 | -0.72% |