| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 99,525 | $1.37M | $1.19M | -$185,295.23 | -13.49% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 62,742 | $831,838.5 | $744,433.83 | -$87,404.67 | -10.51% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,824 | $2,385 | -$439 | -15.55% |
Heather Scully NWF Advisory Services Inc. | 20,683 | $280,344.73 | $244,059.4 | -$36,285.33 | -12.94% |
VestGen Advisors LLC VestGen Advisors LLC | 19,823 | $278,311.49 | $235,596.35 | -$42,715.14 | -15.35% |
Elizabeth Arce Sovran Advisors LLC | 14,370 | $191,851.5 | $169,494.15 | -$22,357.35 | -11.65% |
| DN Daniel Newman Noble Wealth Management PBC | 14,991 | $196,829.96 | $176,519.02 | -$20,310.94 | -10.32% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 41,526 | $561,406.57 | $489,383.91 | -$72,022.66 | -12.83% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 21,430 | $283,305 | $253,409.75 | -$29,895.25 | -10.55% |
| RM Rich Mowrer Brookwood Investment Group LLC | 26,947 | $376,373.59 | $317,705.13 | -$58,668.46 | -15.59% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 37,020 | $490,885.03 | $438,131.7 | -$52,753.33 | -10.75% |