| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 13,227 | $345,621.51 | $332,394.51 | -$13,227 | -3.83% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 22,554 | $582,232 | $567,458.64 | -$14,773.36 | -2.54% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 9,479 | $244,712 | $238,491.64 | -$6,220.36 | -2.54% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 49,085 | $1.28M | $1.23M | -$47,338.25 | -3.69% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 35,883 | $925,502.62 | $902,453.86 | -$23,048.76 | -2.49% |
| RM Rich Mowrer Brookwood Investment Group LLC | 159,117 | $4.1M | $4M | -$101,834.94 | -2.48% |