| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Cox Capital Investment Counsel, LLC | 5,585 | $581,154.29 | $492,876.25 | -$88,278.04 | -15.19% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 484 | $35,823.32 | $42,359.68 | $6,536.36 | 18.25% |
Samira Kadam Synergy Investment Management LLC | 61,495 | $4.09M | $5.56M | $1.47M | 36.01% |
| CW Chung Wu Chung Wu Investment Group LLC | 150 | $9,609 | $13,254 | $3,645 | 37.93% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,345 | $435,219.58 | $557,217.9 | $121,998.32 | 28.03% |
| AS Aryn Sands GK Wealth Management LLC | 790 | $79,691 | $76,985.5 | -$2,705.5 | -3.39% |
Justin Boggs Optima Capital LLC | 2,759 | $294,393 | $245,633.77 | -$48,759.23 | -16.56% |
Erik Bonnett Tripletail Wealth Management LLC | 265 | $22,239 | $23,415.4 | $1,176.4 | 5.29% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 8,149 | $529,726.45 | $720,045.64 | $190,319.19 | 35.93% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 75 | $4,907.5 | $6,563.25 | $1,655.75 | 33.74% |