| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TradeWell Securities LLC TradeWell Securities LLC | 26,703 | $558,267.39 | $532,724.85 | -$25,542.54 | -4.58% |
| AS Aryn Sands GK Wealth Management LLC | 4,318 | $85,235 | $85,712.3 | $477.3 | 0.56% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 512,764 | $10.81M | $10.22M | -$585,930.3 | -5.42% |
Basepoint Wealth LLC Basepoint Wealth LLC | 973 | $20,288 | $19,415.83 | -$872.17 | -4.3% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 122,689 | $2.58M | $2.45M | -$132,775.29 | -5.14% |