| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 600 | $13,470.07 | $13,281 | -$189.07 | -1.4% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 161,516 | $3.59M | $3.57M | -$13,583.47 | -0.38% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 31,774 | $699,654 | $703,317.49 | $3,663.49 | 0.52% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 23,077 | $509,688.35 | $510,924.78 | $1,236.43 | 0.24% |
Ameriflex Group Inc. Ameriflex Group Inc. | 8,631 | $192,816.5 | $191,435.58 | -$1,380.92 | -0.72% |
| RM Rich Mowrer Brookwood Investment Group LLC | 14,281 | $318,308.81 | $316,109.93 | -$2,198.88 | -0.69% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 80,200 | $1.77M | $1.78M | $9,223 | 0.52% |