| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bethany Wagner Level Financial Advisors | 4,865 | $356,020.7 | $358,501.85 | $2,481.15 | 0.7% |
Dominic Corabi Wedmont Private Capital | 3,560 | $270,699.1 | $262,372 | -$8,327.1 | -3.08% |
Jay Richards Investment Advisory Group LLC | 2,775 | $211,871.25 | $204,656.25 | -$7,215 | -3.41% |
Jonathan Seed Seed Wealth Management Inc. | 65,065 | $4.86M | $4.79M | -$64,049.25 | -1.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,082 | $79,160 | $79,754.22 | $594.22 | 0.75% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 5,672 | $434,794 | $418,196.56 | -$16,597.44 | -3.82% |
Robert Amato Compass Wealth Management LLC/GA | 3,076 | $235,788 | $226,608.92 | -$9,179.08 | -3.89% |