| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lia Bertelson Mallini Complete Financial Planning LLC | 56,183 | $418,365.78 | $346,930.02 | -$71,435.76 | -17.07% |
| RN Ron New Whipplewood Advisors LLC | 134,055 | $989,645.32 | $831,811.27 | -$157,834.05 | -15.95% |
| DN Daniel Newman Noble Wealth Management PBC | 65,544 | $472,855.94 | $406,045.08 | -$66,810.86 | -14.13% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 17,700 | $131,865 | $109,297.5 | -$22,567.5 | -17.11% |
Ameriflex Group Inc. Ameriflex Group Inc. | 7,602 | $57,699 | $47,132.4 | -$10,566.6 | -18.31% |
Wallace Jones WJ Financial Advisors LLC | 28,481 | $216,169.14 | $175,870.17 | -$40,298.97 | -18.64% |