| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dwight SpringVest Wealth Management LLC | 5,100 | $297,942 | $274,252.5 | -$23,689.5 | -7.95% |
Elite Financial Inc. Elite Financial Inc. | 15,884 | $784,430.18 | $853,765 | $69,334.82 | 8.84% |
Candy Palugi Claris Financial LLC | 7,893 | $384,942 | $428,076.85 | $43,134.85 | 11.21% |
Independence Financial Advisors LLC Independence Financial Advisors LLC | 8,421 | $466,500.74 | $452,628.75 | -$13,871.99 | -2.97% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,000 | $59,670 | $54,350 | -$5,320 | -8.92% |
Steve Erken Maxele Advisors LLC | 22,255 | $1.1M | $1.2M | $97,812.18 | 8.91% |