| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 43,400 | $892,850.82 | $869,953 | -$22,897.82 | -2.56% |
Centerpoint Advisory Group Centerpoint Advisory Group | 19,724 | $407,277.21 | $395,071.72 | -$12,205.49 | -3% |
Crux Wealth Advisors Crux Wealth Advisors | 140,303 | $2.92M | $2.81M | -$105,846.76 | -3.63% |
| DN Daniel Newman Noble Wealth Management PBC | 4,500 | $93,015.47 | $90,180 | -$2,835.47 | -3.05% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 38,448 | $796,857.17 | $769,536.72 | -$27,320.45 | -3.43% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 538,617 | $11.13M | $10.8M | -$328,473.63 | -2.95% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,522 | $31,494.84 | $30,485.66 | -$1,009.18 | -3.2% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 530,567 | $11M | $10.62M | -$384,721.05 | -3.5% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 21,709 | $448,267.18 | $434,831.29 | -$13,435.89 | -3% |