| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Rudek Heritage Wealth Architects Inc. | 51,756 | $2.43M | $2.34M | -$94,395.82 | -3.89% |
| AS Aryn Sands GK Wealth Management LLC | 2,500 | $111,950 | $112,025 | $75 | 0.07% |
Molly Wheeler Burk Holdings LLC | 4,442 | $208,645.57 | $200,267.57 | -$8,378 | -4.02% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,087 | $382,919 | $364,359.78 | -$18,559.22 | -4.85% |
Base Wealth Management LLC Base Wealth Management LLC | 179,326 | $8.45M | $8.09M | -$358,286.89 | -4.24% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 9,851 | $468,177.85 | $444,280.08 | -$23,897.77 | -5.1% |
Sarah Byrd Alpha Advisors LLC/VA | 180,457 | $8.49M | $8.14M | -$349,644.65 | -4.12% |