| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 400,329 | $9.75M | $9.65M | -$95,409.15 | -0.98% |
United Financial Planning Group LLC United Financial Planning Group LLC | 8,646 | $209,852.32 | $208,411.83 | -$1,440.49 | -0.69% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 13,908 | $337,547.61 | $335,252.34 | -$2,295.27 | -0.68% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 118,555 | $2.89M | $2.86M | -$32,555.01 | -1.13% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 268,472 | $6.54M | $6.47M | -$69,349.64 | -1.06% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 4 | $97 | $96.42 | -$0.58 | -0.6% |
Adam Weisner Sherman Porfolios LLC | 115,426 | $2.81M | $2.78M | -$28,724.31 | -1.02% |