| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PN Patrick Nichols Old Mission Capital LLC | 81,609 | $2.08M | $1.95M | -$132,696.23 | -6.37% |
Jeffrey Gilbert Balboa Wealth Partners | 40,387 | $1.01M | $973,326.7 | -$32,535.3 | -3.23% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 804 | $20,098.93 | $19,283.94 | -$814.99 | -4.05% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 73,136 | $1.82M | $1.76M | -$60,188.66 | -3.3% |
Janice M. Powell Diversify Advisory Services, LLC | 9,942 | $243,580.8 | $239,651.91 | -$3,928.89 | -1.61% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,942 | $249,468.78 | $239,651.91 | -$9,816.87 | -3.94% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 80,227 | $1.88M | $1.92M | $45,889.73 | 2.44% |