| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 51,275 | $2.56M | $2.55M | -$13,466.06 | -0.53% |
Jim Cullen Midwestern Financial LLC /IA | 25,023 | $1.25M | $1.24M | -$11,210.85 | -0.89% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 4,712 | $233,055.52 | $234,115.72 | $1,060.2 | 0.45% |
IFS Group LLC IFS Group LLC | 16,207 | $810,665.35 | $805,244.79 | -$5,420.56 | -0.67% |
United Financial Planning Group LLC United Financial Planning Group LLC | 50 | $2,498 | $2,484.25 | -$13.75 | -0.55% |
Wallace Jones WJ Financial Advisors LLC | 6,999 | $354,359.01 | $347,710.32 | -$6,648.69 | -1.88% |