| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TSR Ted S. Rich RiverTree Advisors LLC | 23,511 | $284,718.21 | $272,257.38 | -$12,460.83 | -4.38% |
Daniel Guy Ethos Financial Group LLC | 245,338 | $3.07M | $2.86M | -$207,497.3 | -6.76% |
Jill Batley Gateway Wealth Partners LLC | 10,936 | $126,352 | $127,590.31 | $1,238.31 | 0.98% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,948 | $2,916.75 | -$31.25 | -1.06% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 45,248 | $551,142.12 | $524,876.8 | -$26,265.32 | -4.77% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 5,553 | $64,160 | $64,786.85 | $626.85 | 0.98% |