| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 293,636 | $10.77M | $10.11M | -$667,786.13 | -6.2% |
Allison Brooke Blake WorthPointe LLC | 42,347 | $1.28M | $1.46M | $175,031.84 | 13.65% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,839 | $513,512.18 | $554,048.22 | $40,536.04 | 7.89% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,725 | $231,945 | $231,474.5 | -$470.5 | -0.2% |
United Advisor Group LLC United Advisor Group, LLC | 229,792 | $7.22M | $7.91M | $693,089 | 9.6% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,200 | $432,184.65 | $454,344 | $22,159.35 | 5.13% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 60,769 | $1.83M | $2.09M | $258,955.5 | 14.13% |
| RM Rich Mowrer Brookwood Investment Group LLC | 7,842 | $271,131.12 | $269,921.64 | -$1,209.48 | -0.45% |