| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 946 | $10,267.81 | $10,008.68 | -$259.13 | -2.52% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 94,481 | $1.04M | $1.02M | -$19,845.82 | -1.91% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,025 | $10,660 | $10,844.5 | $184.5 | 1.73% |
Neil Azous Rareview Capital LLC | 125,561 | $1.3M | $1.33M | $28,878.85 | 2.22% |
Heather Scully NWF Advisory Services Inc. | 19,738 | $209,199.98 | $208,828.04 | -$371.94 | -0.18% |
| AFI Atala Financial Inc. Atala Financial Inc. | 391,683 | $4.15M | $4.14M | -$4,617.54 | -0.11% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 68,764 | $731,762.11 | $727,523.12 | -$4,238.99 | -0.58% |
| DN Daniel Newman Noble Wealth Management PBC | 1,830 | $19,032.3 | $19,361.4 | $329.1 | 1.73% |