| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 110,772 | $5.49M | $5.39M | -$97,472.6 | -1.77% |
Samira Kadam Synergy Investment Management LLC | 4,795 | $239,095 | $233,516.5 | -$5,578.5 | -2.33% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 2,596 | $129,437 | $126,451.16 | -$2,985.84 | -2.31% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,509 | $224,819 | $219,588.3 | -$5,230.7 | -2.33% |
Rossby Financial LLC Rossby Financial LLC | 1,310 | $65,257.18 | $63,810.1 | -$1,447.08 | -2.22% |
James V. Thompson Jr. Bulwark Capital Corp | 53,065 | $2.58M | $2.59M | $8,122.39 | 0.32% |