| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candy Palugi Claris Financial LLC | 8,984 | $226,279.28 | $222,937.96 | -$3,341.32 | -1.48% |
| AS Aryn Sands GK Wealth Management LLC | 8,343 | $207,569 | $206,842.99 | -$726.01 | -0.35% |
Horan Wealth LLC Horan Wealth LLC | 20,354 | $512,654.53 | $504,624.51 | -$8,030.02 | -1.57% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 115,720 | $2.87M | $2.87M | -$813.67 | -0.03% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,163 | $205,462.63 | $202,360.77 | -$3,101.86 | -1.51% |