| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 67,946 | $1.18M | $1.17M | -$5,227.79 | -0.44% |
Elizabeth Arce Sovran Advisors LLC | 15,752 | $267,045.05 | $268,020.28 | $975.23 | 0.37% |
Samira Kadam Synergy Investment Management LLC | 451 | $7,911 | $7,777.49 | -$133.51 | -1.69% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 146,160 | $2.57M | $2.49M | -$84,557.77 | -3.29% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 100,447 | $1.95M | $1.71M | -$236,599.5 | -12.14% |
Thomas D'Auria Tandem Investment Partners LLC | 22,365 | $386,824.71 | $385,684.42 | -$1,140.29 | -0.29% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 48,773 | $840,641.5 | $830,360.32 | -$10,281.18 | -1.22% |
Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 596,179 | $10.19M | $10.28M | $82,277.01 | 0.81% |