| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 254,285 | $3.44M | $3.41M | -$31,425.49 | -0.91% |
Jim Clark Worth Asset Management LLC | 21,831 | $295,591.74 | $285,112.86 | -$10,478.88 | -3.55% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 467,361 | $6.27M | $6.03M | -$233,753.07 | -3.73% |
David Bach River Street Advisors LLC | 28,566 | $361,075 | $368,787.06 | $7,712.06 | 2.14% |
Jill Batley Gateway Wealth Partners LLC | 351,058 | $4.5M | $4.53M | $32,600.69 | 0.72% |
| PIL PFG Investments LLC PFG Investments LLC | 10,300 | $134,204.74 | $132,973 | -$1,231.74 | -0.92% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,475 | $583,171.24 | $580,843.5 | -$2,327.74 | -0.4% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 840,046 | $11.09M | $11.22M | $135,682.2 | 1.22% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 700 | $9,135 | $9,142 | $7 | 0.08% |
| IAL IFC Advisors LLC IFC Advisors LLC | 66,008 | $870,589.23 | $850,843.12 | -$19,746.11 | -2.27% |
| DN Daniel Newman Noble Wealth Management PBC | 74,697 | $979,708.14 | $965,085.24 | -$14,622.9 | -1.49% |
Cole Dimond Caliber Wealth Management LLC / KS | 12,000 | $161,040 | $154,920 | -$6,120 | -3.8% |
Nicole Reese WPG Advisers LLC | 266 | $3,365.91 | $3,431.4 | $65.49 | 1.95% |