| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Don Ruffin Park Square Financial Group LLC | 11,954 | $581,804.49 | $583,712.62 | $1,908.13 | 0.33% |
Allison Vanaski Arcadia Wealth Management Inc. | 32,856 | $1.6M | $1.6M | $811.29 | 0.05% |
Candy Palugi Claris Financial LLC | 74,544 | $3.71M | $3.64M | -$70,473.6 | -1.9% |
TradeWell Securities LLC TradeWell Securities LLC | 8,750 | $435,676.32 | $426,518.75 | -$9,157.57 | -2.1% |
David R. Hess Wealth Management Associates Inc. | 6,714 | $345,145.23 | $327,408.21 | -$17,737.02 | -5.14% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 35,061 | $1.71M | $1.71M | -$1,565.14 | -0.09% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 5,516 | $270,628.15 | $268,849.84 | -$1,778.31 | -0.66% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,420 | $220,955.73 | $215,408.7 | -$5,547.03 | -2.51% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 19,166 | $956,230.32 | $934,342.5 | -$21,887.82 | -2.29% |