| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 39,173 | $739,722.4 | $732,926.83 | -$6,795.57 | -0.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,338 | $25,322 | $25,060.74 | -$261.26 | -1.03% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 27,541 | $521,143.92 | $515,705.22 | -$5,438.7 | -1.04% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 2,650 | $49,780 | $49,621.25 | -$158.75 | -0.32% |
Crux Wealth Advisors Crux Wealth Advisors | 114,077 | $2.15M | $2.14M | -$13,704.52 | -0.64% |