| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 25,160 | $1.15M | $904,250.4 | -$248,935.04 | -21.59% |
Bonnie Courtney Cambridge Financial Group LLC | 20,900 | $901,562.34 | $744,876 | -$156,686.34 | -17.38% |
United Financial Planning Group LLC United Financial Planning Group LLC | 927 | $34,953.03 | $34,057.98 | -$895.05 | -2.56% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 188 | $9,334 | $6,700.32 | -$2,633.68 | -28.22% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 11,645 | $756,925 | $428,303.1 | -$328,621.9 | -43.42% |