| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 4,094 | $366,999.45 | $359,944.48 | -$7,054.97 | -1.92% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 6,141 | $546,549 | $540,960.69 | -$5,588.31 | -1.02% |
Archer Investment Management LLC Archer Investment Management LLC | 12,303 | $1.09M | $1.08M | -$11,446.51 | -1.05% |
| SK Samira Kadam Synergy Investment Management LLC | 9,990 | $896,334.09 | $879,709.41 | -$16,624.68 | -1.85% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2 | $177 | $176.06 | -$0.94 | -0.53% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 3,788 | $339,583 | $333,378.09 | -$6,204.91 | -1.83% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 3,080 | $276,407 | $270,855.2 | -$5,551.8 | -2.01% |
| RM Rich Mowrer Brookwood Investment Group LLC | 5,634 | $503,574 | $495,453.96 | -$8,120.04 | -1.61% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,589 | $318,403 | $315,622.04 | -$2,780.96 | -0.87% |