| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 18,715 | $1.88M | $1.88M | -$1,508.15 | -0.08% |
Tyler Rudek Heritage Wealth Architects Inc. | 80,324 | $8.07M | $8.08M | $7,943.41 | 0.1% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 157,858 | $15.89M | $15.87M | -$21,171.63 | -0.13% |
| AS Aryn Sands GK Wealth Management LLC | 8,121 | $817,664.03 | $816,322.92 | -$1,341.11 | -0.16% |
Craig McFadzean Turn8 Private Wealth Inc. | 11,865 | $1.19M | $1.19M | -$1,527.58 | -0.13% |
Maseco LLP Maseco LLP | 29,574 | $2.98M | $2.97M | -$3,395.33 | -0.11% |
Chris Ryan Ryan Investment Management Inc. | 112,305 | $11.31M | $11.3M | -$10,107.1 | -0.09% |
James V. Thompson Jr. Bulwark Capital Corp | 34,923 | $3.52M | $3.51M | -$3,841.78 | -0.11% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 23,476 | $2.36M | $2.36M | -$2,481.65 | -0.1% |
Jon Lewis Midwest Trust Co | 5,769 | $580,765 | $580,274.86 | -$490.14 | -0.08% |
Jordan Grabowski Alpha Zero LLC | 8,944 | $900,189.36 | $899,319.2 | -$870.16 | -0.1% |
Heydon Traub Traub Capital Management LLC | 19,437 | $1.95M | $1.95M | $218.77 | 0.01% |
Winnow Wealth LLC Winnow Wealth LLC | 92,016 | $9.29M | $9.25M | -$40,862.1 | -0.44% |
Adam Scott Argyle Capital Partners LLC | 2,545 | $256,278.07 | $256,001.55 | -$276.52 | -0.11% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 24,558 | $2.47M | $2.47M | $3,341.71 | 0.14% |
Farnam Financial LLC Farnam Financial LLC | 99,403 | $10M | $9.99M | -$8,641.34 | -0.09% |
Bryce Maxwell Westerkirk Capital Inc. | 1.52M | $152.96M | $153.27M | $312,370.65 | 0.2% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 11,046 | $1.11M | $1.11M | -$773.2 | -0.07% |
Matthew Jenkins GatePass Capital LLC | 21,250 | $2.14M | $2.14M | $699.75 | 0.03% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 88,617 | $8.92M | $8.91M | -$7,532.06 | -0.08% |