| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 293,636 | $10.77M | $10.16M | -$616,399.83 | -5.72% |
Allison Brooke Blake WorthPointe LLC | 42,347 | $1.28M | $1.47M | $189,429.82 | 14.77% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,839 | $513,512.18 | $547,950.2 | $34,438.02 | 6.71% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,725 | $231,945 | $233,559.25 | $1,614.25 | 0.7% |
United Advisor Group LLC United Advisor Group, LLC | 229,792 | $7.22M | $7.95M | $733,302.6 | 10.16% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 60,769 | $1.83M | $2.1M | $269,590.07 | 14.71% |
| RM Rich Mowrer Brookwood Investment Group LLC | 7,842 | $271,131.12 | $271,293.99 | $162.87 | 0.06% |