| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nova Wealth Management Inc. Nova Wealth Management Inc. | 91 | $1,746 | $1,672.12 | -$73.88 | -4.23% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 10,426 | $192,776.6 | $191,317.1 | -$1,459.5 | -0.76% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 14,488 | $278,623.3 | $266,217 | -$12,406.3 | -4.45% |
Rossby Financial LLC Rossby Financial LLC | 129 | $2,465.64 | $2,365.86 | -$99.78 | -4.05% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 121,436 | $2.33M | $2.23M | -$99,730.37 | -4.28% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 29,067 | $537,448.74 | $534,542.13 | -$2,906.61 | -0.54% |
Todd Arthur Gomes Sonoma Allocations LLC | 144,049 | $2.78M | $2.64M | -$141,820.08 | -5.09% |