| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 15,142 | $1.28M | $1.36M | $77,204.74 | 6.04% |
| LM Landon Marsh Scott Marsh Financial LLC | 2,123 | $339,553 | $189,987.27 | -$149,565.73 | -44.05% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 7,282 | $1.02M | $651,666.18 | -$372,950.76 | -36.4% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 18 | $791.16 | $1,610.82 | $819.66 | 103.6% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 149 | $19,008 | $13,334.01 | -$5,673.99 | -29.85% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 439,450 | $56.06M | $39.33M | -$16.73M | -29.85% |
| AW Adam Weisner Sherman Porfolios LLC | 75,475 | $9.63M | $6.75M | -$2.87M | -29.85% |