| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 18,829 | $953,639.55 | $901,344.23 | -$52,295.32 | -5.48% |
Amir Har-El Savvy Advisors, Inc. | 6,658 | $331,227.38 | $318,851.62 | -$12,375.76 | -3.74% |
Robert Santos Arrowroot Family Office, LLC | 7,121 | $359,224.02 | $341,167.11 | -$18,056.91 | -5.03% |
| BR Brian Runkles Frederick Financial Consultants LLC | 4,058 | $203,463.79 | $194,215.88 | -$9,247.91 | -4.55% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 4,573 | $224,369.32 | $218,932.37 | -$5,436.95 | -2.42% |
Caldwell Trust Co Caldwell Trust Co | 770 | $42,769 | $36,844.5 | -$5,924.5 | -13.85% |
Jim Cullen Midwestern Financial LLC /IA | 23,160 | $1.13M | $1.11M | -$25,872.97 | -2.28% |
David K. Gilmore Equity Wealth Partners LLC | 16,649 | $836,615.41 | $797,736.83 | -$38,878.58 | -4.65% |