| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wesley W. Melbrod M Wealth Management, LLC | 19,309 | $506,476 | $474,229.04 | -$32,246.96 | -6.37% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 48,621 | $1.36M | $1.19M | -$165,311.24 | -12.16% |
Teresa Coleman Creekside Partners | 25,000 | $649,483 | $613,625 | -$35,858 | -5.52% |
Kilter Group LLC Kilter Group LLC | 1,899 | $45,035 | $46,962.27 | $1,927.27 | 4.28% |
Aryn Sands GK Wealth Management LLC | 80 | $1,941 | $1,959.2 | $18.2 | 0.94% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 7,506 | $177,816 | $183,521.7 | $5,705.7 | 3.21% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 402 | $11,216 | $9,849 | -$1,367 | -12.19% |