| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 17,393 | $1.74M | $1.74M | $5,090.3 | 0.29% |
Buddy Levy Nestegg Advisors Inc. | 5,224 | $527,512 | $523,235.84 | -$4,276.16 | -0.81% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 8,380 | $837,531 | $839,257 | $1,726 | 0.21% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 9,189 | $907,780.74 | $920,278.35 | $12,497.61 | 1.38% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 146 | $14,591 | $14,632.12 | $41.12 | 0.28% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 7,394 | $743,168.3 | $741,026.68 | -$2,141.62 | -0.29% |