| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 362 | $543 | $492.32 | -$50.68 | -9.33% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 2,022 | $7,926.63 | $2,648.82 | -$5,277.81 | -66.58% |
Rossby Financial LLC Rossby Financial LLC | 15,573 | $19,310.52 | $21,179.28 | $1,868.76 | 9.68% |
Kilter Group LLC Kilter Group LLC | 330 | $409.52 | $448.8 | $39.28 | 9.59% |
| PAY Phil A. Younker & Associates Ltd. Phil A. Younker & Associates Ltd. | 94,500 | $215,970 | $133,849.8 | -$82,120.2 | -38.02% |