| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KT Karen Tatman KMT Wealth Management LLC | 18,969 | $1.68M | $1.06M | -$622,525.08 | -37.08% |
Copia Wealth Management Copia Wealth Management | 43 | $1,677 | $2,341.35 | $664.35 | 39.62% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 2,970 | $198,887.33 | $163,350 | -$35,537.33 | -17.87% |
| ECC Elizabeth C. Carr CLG LLC | 49,530 | $4.35M | $2.74M | -$1.6M | -36.92% |
AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 5,545 | $488,243.26 | $305,668.12 | -$182,575.14 | -37.39% |
| RM Rich Mowrer Brookwood Investment Group LLC | 33,090 | $2.91M | $1.8M | -$1.11M | -38.15% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 4,343 | $384,355 | $240,124.47 | -$144,230.53 | -37.53% |
| AS Aryn Sands GK Wealth Management LLC | 4,793 | $424,163.47 | $275,357.85 | -$148,805.62 | -35.08% |