| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 32,323 | $1.63M | $1.61M | -$15,925.11 | -0.98% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 12,688 | $634,085.25 | $632,496.8 | -$1,588.45 | -0.25% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 5,000 | $251,592.35 | $249,175 | -$2,417.35 | -0.96% |
Columbia River Financial Group LLC Columbia River Financial Group LLC | 20,720 | $1.04M | $1.03M | -$4,730.4 | -0.46% |
| RM Rich Mowrer Brookwood Investment Group LLC | 16,857 | $850,553.69 | $839,815.74 | -$10,737.95 | -1.26% |
Justin Boggs Optima Capital LLC | 6,854 | $344,435.21 | $341,615.01 | -$2,820.2 | -0.82% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 5,297 | $266,267.93 | $263,975.99 | -$2,291.94 | -0.86% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 978 | $49,150.35 | $48,738.63 | -$411.72 | -0.84% |