| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 250 | $12,617.65 | $12,625 | $7.35 | 0.06% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 73,461 | $3.72M | $3.71M | -$5,258.65 | -0.14% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 117,150 | $5.91M | $5.92M | $11,829.29 | 0.2% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,181 | $59,629 | $59,640.5 | $11.5 | 0.02% |
Matthew Jenkins GatePass Capital LLC | 72,950 | $3.7M | $3.68M | -$15,847.24 | -0.43% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 9,908 | $503,071.47 | $500,354 | -$2,717.47 | -0.54% |
| BML Berman McAleer LLC Berman McAleer LLC | 25,587 | $1.3M | $1.29M | -$3,175.88 | -0.25% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 283 | $14,336 | $14,291.5 | -$44.5 | -0.31% |
David K. Gilmore Equity Wealth Partners LLC | 24,693 | $1.25M | $1.25M | -$5,103.46 | -0.41% |