| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Topsail Wealth Management LLC Topsail Wealth Management LLC | 51,107 | $5.16M | $5.16M | -$756.95 | -0.01% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 7,913 | $800,321 | $798,500.83 | -$1,820.17 | -0.23% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 19,759 | $1.99M | $1.99M | $3,351.11 | 0.17% |
Winnow Wealth LLC Winnow Wealth LLC | 16,246 | $1.64M | $1.64M | -$3,762.14 | -0.23% |
Molly Wheeler Burk Holdings LLC | 3,203 | $323,951 | $323,214.41 | -$736.59 | -0.23% |
Jim Cullen Midwestern Financial LLC /IA | 2,986 | $301,435.82 | $301,317.26 | -$118.56 | -0.04% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 11,450 | $1.16M | $1.16M | -$6,679.12 | -0.57% |