| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 6,193 | $154,078.25 | $147,641.12 | -$6,437.13 | -4.18% |
Horan Wealth LLC Horan Wealth LLC | 24,493 | $615,633.89 | $586,729.81 | -$28,904.08 | -4.7% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 97,695 | $2.42M | $2.33M | -$90,195.63 | -3.72% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,150 | $205,135.42 | $194,744.25 | -$10,391.17 | -5.07% |
Basepoint Wealth LLC Basepoint Wealth LLC | 3,710 | $92,307 | $88,687.55 | -$3,619.45 | -3.92% |