| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MSH Capital Advisors LLC MSH Capital Advisors LLC | 50,190 | $388,412.45 | $297,124.8 | -$91,287.65 | -23.5% |
Rossby Financial LLC Rossby Financial LLC | 2,374 | $14,918.18 | $14,196.52 | -$721.66 | -4.84% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 15,000 | $91,200 | $88,950 | -$2,250 | -2.47% |
Ameriflex Group Inc. Ameriflex Group Inc. | 16,085 | $101,084.99 | $96,188.3 | -$4,896.69 | -4.84% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 33,153 | $189,845.71 | $196,431.52 | $6,585.81 | 3.47% |
Kilter Group LLC Kilter Group LLC | 4,000 | $22,200 | $23,920 | $1,720 | 7.75% |
Nicole Reese WPG Advisers LLC | 4,747 | $27,296.71 | $28,387.06 | $1,090.35 | 3.99% |
Benjamin S. Smith Smith Asset Management Co LLC | 17,946 | $124,731 | $105,701.94 | -$19,029.06 | -15.26% |
Warner Group LLC Warner Group LLC | 19,366 | $112,516 | $115,810.62 | $3,294.62 | 2.93% |
United Financial Planning Group LLC United Financial Planning Group LLC | 819 | $4,758 | $4,844.38 | $86.38 | 1.82% |
Manske Wealth Management Manske Wealth Management | 18,519 | $121,299 | $110,002.86 | -$11,296.14 | -9.31% |
William F. Blake PMG Family Office LLC | 276,048 | $1.73M | $1.64M | -$87,916.56 | -5.09% |