| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 502 | $32,835.88 | $30,386.06 | -$2,449.82 | -7.46% |
Ameriflex Group Inc. Ameriflex Group Inc. | 65 | $4,565.6 | $3,928.27 | -$637.33 | -13.96% |
| CWM Copia Wealth Management Copia Wealth Management | 3,434 | $224,555.04 | $207,533.79 | -$17,021.25 | -7.58% |
| RM Rich Mowrer Brookwood Investment Group LLC | 4,393 | $311,200 | $265,952.22 | -$45,247.78 | -14.54% |
Cole Dimond Caliber Wealth Management LLC / KS | 4,105 | $290,798 | $248,516.7 | -$42,281.3 | -14.54% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 22,650 | $1.6M | $1.37M | -$233,293 | -14.54% |
Todd Arthur Gomes Sonoma Allocations LLC | 7,097 | $525,000.88 | $428,907.19 | -$96,093.69 | -18.3% |
Matthew Jenkins GatePass Capital LLC | 8,998 | $610,344.16 | $543,794.13 | -$66,550.03 | -10.9% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 4,711 | $308,904.37 | $283,531.53 | -$25,372.84 | -8.21% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 86 | $6,092 | $5,195.69 | -$896.31 | -14.71% |