| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lia Bertelson Mallini Complete Financial Planning LLC | 10,929 | $97,142.15 | $94,098.69 | -$3,043.46 | -3.13% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 19 | $169.26 | $163.59 | -$5.67 | -3.35% |
Elizabeth Arce Sovran Advisors LLC | 17,110 | $160,506.4 | $147,317.1 | -$13,189.3 | -8.22% |
Westmount Partners LLC Westmount Partners LLC | 14,790 | $201,853.97 | $127,341.9 | -$74,512.07 | -36.91% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 3,150 | $37,711.83 | $27,121.5 | -$10,590.33 | -28.08% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,868 | $22,598 | $18,213 | -$4,385 | -19.4% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 17,050 | $161,634 | $152,597.5 | -$9,036.5 | -5.59% |
| TCM TT Capital Management LLC TT Capital Management LLC | 68,550 | $669,145.94 | $590,215.5 | -$78,930.44 | -11.8% |
| RFL Rossby Financial LLC Rossby Financial LLC | 100 | $1,124.91 | $861 | -$263.91 | -23.46% |
| KSS Khalifa Sultan Sultan Hazim Lunate Capital Ltd. | 2.19M | $20.78M | $18.88M | -$1.91M | -9.18% |