| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 2,800 | $139,804 | $141,624 | $1,820 | 1.3% |
Smart Wealth LLC Smart Wealth LLC | 27,110 | $1.35M | $1.37M | $17,892.9 | 1.32% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 26,539 | $1.33M | $1.34M | $6,535.91 | 0.49% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 13,759 | $686,987 | $696,067.81 | $9,080.81 | 1.32% |
Vantage Point Financial LLC Vantage Point Financial LLC | 11,465 | $572,447 | $579,532.82 | $7,085.82 | 1.24% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 74,907 | $3.8M | $3.79M | -$18,127.96 | -0.48% |
Elizabeth Arce Sovran Advisors LLC | 18,005 | $912,590 | $909,522.57 | -$3,067.43 | -0.34% |
| KS Katherine Simmonds Conquis Financial LLC | 27,900 | $1.39M | $1.41M | $15,623.67 | 1.12% |
May Hill Capital LLC May Hill Capital LLC | 69,026 | $3.45M | $3.49M | $39,345 | 1.14% |