| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 64 | $6,291.01 | $5,616.32 | -$674.69 | -10.72% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 4 | $310.25 | $351.02 | $40.77 | 13.14% |
Landon Marsh Scott Marsh Financial LLC | 7,853 | $612,065 | $689,140.01 | $77,075.01 | 12.59% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 8,276 | $717,037.21 | $726,674.18 | $9,636.97 | 1.34% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 131 | $16,286 | $11,474.29 | -$4,811.71 | -29.55% |
Gassan Kassira Kassira Wealth Management LLC | 2,363 | $338,004 | $207,483.21 | -$130,520.79 | -38.62% |