| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Financial Planning Group LLC United Financial Planning Group LLC | 31 | $19,051 | $17,004.12 | -$2,046.88 | -10.74% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 1,570 | $956,432.85 | $861,176.4 | -$95,256.45 | -9.96% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,438 | $876,451.26 | $788,771.76 | -$87,679.5 | -10% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,430 | $869,990.81 | $784,383.6 | -$85,607.21 | -9.84% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 53 | $32,366.88 | $29,071.56 | -$3,295.32 | -10.18% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $3,411 | $2,742.6 | -$668.4 | -19.6% |