| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAG Todd Arthur Gomes Sonoma Allocations LLC | 79,414 | $8.75M | $8.63M | -$121,115.18 | -1.38% |
| BC Bonnie Courtney Cambridge Financial Group LLC | 3,696 | $411,993.15 | $401,496.48 | -$10,496.67 | -2.55% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 199 | $21,979 | $21,617.37 | -$361.63 | -1.64% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 1,947 | $217,031.82 | $211,502.61 | -$5,529.21 | -2.55% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 3,914 | $436,243.48 | $425,177.82 | -$11,065.66 | -2.54% |
| IA Invested Advisors Invested Advisors | 4,382 | $469,222.03 | $476,016.66 | $6,794.63 | 1.45% |
| DTR Darrell T. Roberts American Wealth Advisors LLC | 940 | $104,781.65 | $102,112.2 | -$2,669.45 | -2.55% |
| AW Adam Weisner Sherman Porfolios LLC | 58,161 | $6.38M | $6.32M | -$65,799.89 | -1.03% |
| SE Steve Erken Maxele Advisors LLC | 2,219 | $294,061.88 | $241,049.97 | -$53,011.91 | -18.03% |