| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 991 | $46,656 | $46,160.78 | -$495.22 | -1.06% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,087 | $382,919 | $376,692.46 | -$6,226.54 | -1.63% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 5,717 | $269,137 | $266,297.86 | -$2,839.14 | -1.05% |
Base Wealth Management LLC Base Wealth Management LLC | 152,342 | $7.18M | $7.1M | -$88,548.81 | -1.23% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,926 | $90,676 | $89,713.08 | -$962.92 | -1.06% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 9,851 | $468,177.85 | $458,859.58 | -$9,318.27 | -1.99% |
Sarah Byrd Alpha Advisors LLC/VA | 166,658 | $7.84M | $7.76M | -$78,498.84 | -1% |