| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Chris Benson L.K. Benson & Company P.C. | 7,871 | $605,903.01 | $603,469.57 | -$2,433.44 | -0.4% |
| LC Linde Carroll Momentous Wealth Management Inc. | 380,075 | $29.05M | $29.14M | $88,705.14 | 0.31% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 12 | $930 | $919.8 | -$10.2 | -1.1% |
Thomas D'Auria Tandem Investment Partners LLC | 104,073 | $7.96M | $7.98M | $21,674.28 | 0.27% |
| SC Shawn Clark Accredited Wealth Management LLC | 2,070 | $158,460.9 | $158,634.45 | $173.55 | 0.11% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 24,629 | $1.92M | $1.89M | -$31,104.36 | -1.62% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 63,497 | $4.91M | $4.87M | -$48,257.86 | -0.98% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 16,669 | $1.28M | $1.28M | -$7,198.9 | -0.56% |
Matthew Jenkins GatePass Capital LLC | 52,874 | $4.11M | $4.05M | -$61,151.26 | -1.49% |