| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 12,100 | $236,217.49 | $192,504.95 | -$43,712.54 | -18.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,947 | $322,082.78 | $301,446.77 | -$20,636.01 | -6.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,905 | $30,233 | $30,308.55 | $75.55 | 0.25% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,590 | $69,073.65 | $72,935.1 | $3,861.45 | 5.59% |
David Kronour Kapstone Financial Advisors LLC | 18,743 | $292,578 | $298,201.13 | $5,623.13 | 1.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 160 | $2,530 | $2,545.6 | $15.6 | 0.62% |
Lee Larson Everstar Asset Management, LLC | 55,760 | $881,565.97 | $887,141.6 | $5,575.63 | 0.63% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 585 | $9,427.97 | $9,307.35 | -$120.62 | -1.28% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 10,403 | $217,214.41 | $165,511.73 | -$51,702.68 | -23.8% |