| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Longview Financial Advisors LLC Longview Financial Advisors LLC | 2,300 | $115,345 | $115,425.5 | $80.5 | 0.07% |
Robert Amato Compass Wealth Management LLC/GA | 18,136 | $902,136.8 | $909,973.8 | $7,837 | 0.87% |
Molly Wheeler Burk Holdings LLC | 988 | $49,390 | $49,597.6 | $207.6 | 0.42% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,567 | $230,634 | $229,263.4 | -$1,370.6 | -0.59% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 309 | $15,442 | $15,513.38 | $71.38 | 0.46% |
David K. Gilmore Equity Wealth Partners LLC | 45,115 | $2.28M | $2.27M | -$11,528.53 | -0.51% |