| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 4,762 | $278,387 | $263,457.65 | -$14,929.35 | -5.36% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 100 | $3,227 | $5,704 | $2,477 | 76.76% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 43,876 | $1.86M | $2.51M | $653,424.47 | 35.2% |
Kirsten Syverson Integrated Quantitative Investments LLC | 3,800 | $216,600 | $214,928 | -$1,672 | -0.77% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 145 | $8,265 | $8,337.5 | $72.5 | 0.88% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 3,723 | $212,211 | $209,828.28 | -$2,382.72 | -1.12% |