| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 2,000 | $22,240 | $20,640 | -$1,600 | -7.19% |
Jeff Ameen Spire Wealth Management | 3,900 | $40,667 | $40,482 | -$185 | -0.45% |
| SE Sima Elimelech Activest Wealth Management | 450 | $4,630.5 | $4,653 | $22.5 | 0.49% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 12,570 | $125,951.4 | $129,722.4 | $3,771 | 2.99% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 54,541 | $588,195.89 | $563,953.94 | -$24,241.95 | -4.12% |
| RM Russell Mohberg Regatta Capital Group LLC | 101,713 | $1.01M | $1.05M | $42,245.2 | 4.18% |
Jim Clark Worth Asset Management LLC | 13,460 | $140,926.2 | $139,109.1 | -$1,817.1 | -1.29% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 14,528 | $154,515.48 | $150,325.57 | -$4,189.91 | -2.71% |
David Bach River Street Advisors LLC | 48,146 | $498,747.75 | $497,829.64 | -$918.11 | -0.18% |
| PIL PFG Investments LLC PFG Investments LLC | 39,565 | $440,817.9 | $409,695.57 | -$31,122.33 | -7.06% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 11,250 | $117,562.65 | $116,493.75 | -$1,068.9 | -0.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,000 | $20,620 | $20,580 | -$40 | -0.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,389 | $137,384 | $138,442.26 | $1,058.26 | 0.77% |
Amir Har-El Savvy Advisors, Inc. | 19,962 | $213,742.6 | $206,365.16 | -$7,377.44 | -3.45% |
Owen McCabe Tyche Wealth Partners LLC | 293,493 | $3.03M | $3.03M | $9,315.07 | 0.31% |
Jonathan Chatfield LM Advisors LLC | 447 | $4,599.63 | $4,619.74 | $20.11 | 0.44% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $10,390 | $10,380 | -$10 | -0.1% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 15,182 | $152,293.76 | $157,133.7 | $4,839.94 | 3.18% |