| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 47,618 | $1.2M | $1.09M | -$106,561.34 | -8.88% |
Matthew Liebman Amplius Wealth Advisors LLC | 533,985 | $11.47M | $12.27M | $795,637.65 | 6.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5 | $135.75 | $114.85 | -$20.9 | -15.4% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 29,307 | $788,344.35 | $673,181.79 | -$115,162.56 | -14.61% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,778 | $38,183 | $40,840.66 | $2,657.66 | 6.96% |
| RFL Rossby Financial LLC Rossby Financial LLC | 312 | $6,678 | $7,166.64 | $488.64 | 7.32% |