| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBR Jacob B. Rue Shore Point Advisors LLC | 14,668 | $220,137.35 | $233,881.26 | $13,743.91 | 6.24% |
Courtney Holt Compound Planning, Inc. | 38,881 | $669,920 | $625,400.88 | -$44,519.12 | -6.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,123 | $22,873.88 | $17,923.08 | -$4,950.8 | -21.64% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 22,760 | $485,654.23 | $364,160 | -$121,494.23 | -25.02% |
Archer Investment Management LLC Archer Investment Management LLC | 157,232 | $2.33M | $2.47M | $141,536.51 | 6.07% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 22,760 | $392,155 | $358,014.8 | -$34,140.2 | -8.71% |