| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Freedom Financial Partners LLC Freedom Financial Partners LLC | 140,883 | $5.58M | $5.52M | -$57,589.66 | -1.03% |
| TW Travis Weitz Unified Investment Management | 16,519 | $662,256.49 | $647,627.39 | -$14,629.1 | -2.21% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 6,076 | $239,334 | $238,239.96 | -$1,094.04 | -0.46% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 85,085 | $3.36M | $3.34M | -$24,889.15 | -0.74% |
| HM Howard Morin Helium Advisors LLC | 8,368 | $336,310.08 | $328,025.6 | -$8,284.48 | -2.46% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,206 | $48,658.97 | $47,263.14 | -$1,395.83 | -2.87% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 34,769 | $1.38M | $1.36M | -$18,769.89 | -1.36% |
Ameriflex Group Inc. Ameriflex Group Inc. | 5,226 | $211,643.21 | $204,780.81 | -$6,862.4 | -3.24% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 11,304 | $448,677.18 | $442,608.12 | -$6,069.06 | -1.35% |
Eric C. Jansen Finivi Inc. | 261,512 | $10.51M | $10.24M | -$268,810.3 | -2.56% |