| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 18 | $1,079.5 | $1,107.54 | $28.03 | 2.6% |
| BWM Bernard Wealth Management Corp Bernard Wealth Management Corp | 168 | $12,989 | $10,337.04 | -$2,652.04 | -20.42% |
| RFL Rossby Financial LLC Rossby Financial LLC | 32 | $1,999 | $1,968.96 | -$30.06 | -1.5% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 8 | $476 | $492.24 | $16.24 | 3.41% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 37 | $2,497 | $2,276.61 | -$220.41 | -8.83% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 2 | $119 | $123.06 | $4.06 | 3.41% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 25,177 | $1.44M | $1.55M | $110,565.15 | 7.69% |
| KGL Kilter Group LLC Kilter Group LLC | 49 | $2,920.55 | $3,014.97 | $94.39 | 3.23% |
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 4 | $236.5 | $246.12 | $9.62 | 4.07% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 8,400 | $497,952 | $516,852 | $18,895.8 | 3.79% |