| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MSH Capital Advisors LLC MSH Capital Advisors LLC | 8,116 | $383,973.55 | $365,057.68 | -$18,915.87 | -4.93% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 40,546 | $1.9M | $1.82M | -$74,203.96 | -3.91% |
Ameriflex Group Inc. Ameriflex Group Inc. | 562 | $26,391.22 | $25,320.91 | -$1,070.31 | -4.06% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 14,756 | $688,999.2 | $665,421.82 | -$23,577.38 | -3.42% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 62 | $2,930 | $2,787.77 | -$142.23 | -4.85% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,368 | $112,492 | $106,571.84 | -$5,920.16 | -5.26% |