| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Coleman Creekside Partners | 131,085 | $625,816.8 | $618,721.2 | -$7,095.6 | -1.13% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $4,990 | $4,640 | -$350 | -7.01% |
| RN Ron New Whipplewood Advisors LLC | 205,862 | $988,349.37 | $970,639.33 | -$17,710.04 | -1.79% |
| DN Daniel Newman Noble Wealth Management PBC | 75,443 | $366,951.41 | $354,959.31 | -$11,992.1 | -3.27% |
| FG Fabian Guerra Guerra Advisors Inc. | 5,659 | $28,238 | $26,625.59 | -$1,612.41 | -5.71% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 11,403 | $55,418.57 | $53,537.08 | -$1,881.49 | -3.4% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 17,684 | $87,454.89 | $83,026.38 | -$4,428.51 | -5.06% |
Boreal Capital Management LLC Boreal Capital Management LLC | 13,148 | $63,745.04 | $61,795.6 | -$1,949.44 | -3.06% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 17,451 | $87,073.62 | $82,106.95 | -$4,966.67 | -5.7% |