| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 14,495 | $681,943.42 | $647,709.07 | -$34,234.35 | -5.02% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 12,469 | $581,197.3 | $555,057.53 | -$26,139.77 | -4.5% |
Rossby Financial LLC Rossby Financial LLC | 71 | $3,370.76 | $3,175.83 | -$194.93 | -5.78% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 53,381 | $2.51M | $2.39M | -$122,012.82 | -4.86% |
Ameriflex Group Inc. Ameriflex Group Inc. | 8,548 | $401,885.43 | $382,352.04 | -$19,533.39 | -4.86% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 438,332 | $20.73M | $19.58M | -$1.15M | -5.57% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 97,118 | $4.57M | $4.34M | -$231,410.24 | -5.06% |
| AS Aryn Sands GK Wealth Management LLC | 88 | $3,971 | $3,924.8 | -$46.2 | -1.16% |
Maseco LLP Maseco LLP | 1 | $48 | $44.56 | -$3.44 | -7.17% |