| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kristine Harrell Uniting Wealth Partners LLC | 74,667 | $3.78M | $3.81M | $26,497 | 0.7% |
| RFL Rossby Financial LLC Rossby Financial LLC | 180 | $8,968 | $9,180.9 | $212.9 | 2.37% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 27,815 | $1.41M | $1.42M | $6,559.33 | 0.46% |
Ameriflex Group Inc. Ameriflex Group Inc. | 393 | $19,925.5 | $20,039.07 | $113.57 | 0.57% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 8,186 | $415,245.36 | $417,404.14 | $2,158.78 | 0.52% |
| PWM PTM Wealth Management LLC PTM Wealth Management LLC | 9,065 | $448,392.87 | $462,450.97 | $14,058.1 | 3.14% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 4,657 | $234,873.88 | $237,483.71 | $2,609.83 | 1.11% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,079 | $106,339.76 | $106,080.97 | -$258.79 | -0.24% |