| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 12,331 | $618,156 | $608,103.26 | -$10,052.74 | -1.63% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 60,605 | $3.04M | $2.99M | -$48,235.93 | -1.59% |
Heather LeVar Roxbury Financial LLC | 2,143 | $107,177.95 | $105,735.62 | -$1,442.33 | -1.35% |
Salus Financial Advisors LLC Salus Financial Advisors LLC | 84,040 | $4.19M | $4.15M | -$42,137.28 | -1.01% |
Molly Wheeler Burk Holdings LLC | 172 | $8,646 | $8,484.76 | -$161.24 | -1.86% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 207,668 | $10.42M | $10.24M | -$172,579.51 | -1.66% |