| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Burling Wealth Partners LLC Burling Wealth Partners LLC | 9,350 | $707,000.26 | $706,953.5 | -$46.76 | -0.01% |
| BDA Ben D. Allison Jr. Pillar Financial Advisors LLC | 3,031 | $228,629 | $229,173.91 | $544.91 | 0.24% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 181,800 | $13.73M | $13.75M | $19,338.03 | 0.14% |
Victrix Investment Advisors Victrix Investment Advisors | 9,354 | $706,993.28 | $707,443.02 | $449.74 | 0.06% |
| SCL Scratch Capital LLC Scratch Capital LLC | 43,556 | $3.29M | $3.29M | $206.84 | 0.01% |
Clune & Associates Ltd. Clune & Associates Ltd. | 41,726 | $3.15M | $3.16M | $1,152.85 | 0.04% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 878 | $66,261.5 | $66,385.58 | $124.08 | 0.19% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 51,064 | $3.86M | $3.86M | $4,668.05 | 0.12% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 22,849 | $1.73M | $1.73M | -$914.11 | -0.05% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 5,300 | $400,945 | $400,733 | -$212 | -0.05% |