| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 191,122 | $8.35M | $8.17M | -$178,136.22 | -2.13% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 46 | $2,057 | $1,976.62 | -$80.38 | -3.91% |
Tudor Financial Inc. Tudor Financial Inc. | 3,443 | $147,325.89 | $146,241.42 | -$1,084.47 | -0.74% |
| CW Chung Wu Chung Wu Investment Group LLC | 400 | $17,116 | $17,264 | $148 | 0.86% |
| BM Berkeley Meredith Hughes Financial Services LLC | 83 | $3,711 | $3,574.39 | -$136.61 | -3.68% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,112 | $603,852 | $606,110.4 | $2,258.4 | 0.37% |