| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 16,115 | $219,955.83 | $211,751.1 | -$8,204.73 | -3.73% |
VestGen Advisors LLC VestGen Advisors LLC | 19,790 | $277,875.22 | $259,545.85 | -$18,329.37 | -6.6% |
Elizabeth Arce Sovran Advisors LLC | 13,785 | $184,305 | $180,790.27 | -$3,514.73 | -1.91% |
| DN Daniel Newman Noble Wealth Management PBC | 10,979 | $149,247.98 | $144,314.56 | -$4,933.42 | -3.31% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 37,428 | $507,230.39 | $492,365.34 | -$14,865.05 | -2.93% |
| RM Rich Mowrer Brookwood Investment Group LLC | 22,371 | $315,878.93 | $295,185.34 | -$20,693.59 | -6.55% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $12.93 | $13.17 | $0.24 | 1.86% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 43,270 | $573,760 | $570,514.95 | -$3,245.05 | -0.57% |