| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 100 | $8,482.99 | $6,259 | -$2,223.99 | -26.22% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 400 | $29,608 | $25,124 | -$4,484 | -15.14% |
Landon Marsh Scott Marsh Financial LLC | 2,764 | $234,470 | $173,302.8 | -$61,167.2 | -26.09% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 15,432 | $1.39M | $978,697.44 | -$406,632.81 | -29.35% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,765 | $149,880.05 | $110,100.7 | -$39,779.35 | -26.54% |