| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 5,605 | $365,277.74 | $275,541.8 | -$89,735.94 | -24.57% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 25,060 | $1.32M | $1.23M | -$90,216 | -6.82% |
Jon Lewis Midwest Trust Co | 13,957 | $1.18M | $686,265.69 | -$497,706.79 | -42.04% |
Boreal Capital Management LLC Boreal Capital Management LLC | 264 | $22,395.09 | $12,980.88 | -$9,414.21 | -42.04% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 400 | $29,608 | $20,012 | -$9,596 | -32.41% |
Landon Marsh Scott Marsh Financial LLC | 2,764 | $234,470 | $135,905.88 | -$98,564.12 | -42.04% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 15,706 | $1.41M | $772,264.02 | -$637,663.2 | -45.23% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,765 | $149,880.05 | $87,014.5 | -$62,865.55 | -41.94% |