| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 2,024 | $1.15M | $1.14M | -$9,974.13 | -0.87% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 4,460 | $2.53M | $2.55M | $23,639.63 | 0.93% |
Landon Marsh Scott Marsh Financial LLC | 4,858 | $2.8M | $2.78M | -$21,984.13 | -0.78% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 2,821 | $1.64M | $1.61M | -$22,410.7 | -1.37% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 433 | $258,309.04 | $247,779.92 | -$10,529.12 | -4.08% |
United Financial Planning Group LLC United Financial Planning Group LLC | 22 | $11,858 | $12,581.14 | $723.14 | 6.1% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 1,094 | $620,747.09 | $626,030.55 | $5,283.46 | 0.85% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 37 | $20,800.2 | $21,172.88 | $372.68 | 1.79% |