| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Balance Wealth LLC Balance Wealth LLC | 1,548 | $224,197.02 | $196,178.04 | -$28,018.98 | -12.5% |
Nicole Reese WPG Advisers LLC | 227 | $26,803.36 | $29,167.23 | $2,363.87 | 8.82% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 8 | $1,127.92 | $1,031.84 | -$96.08 | -8.52% |
| AS Aryn Sands GK Wealth Management LLC | 121 | $16,174.07 | $15,334.33 | -$839.74 | -5.19% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 14,119 | $2.22M | $1.77M | -$448,560.39 | -20.24% |
Landon Marsh Scott Marsh Financial LLC | 4,488 | $515,492 | $568,764.24 | $53,272.24 | 10.33% |
Gibbs Wealth Management Gibbs Wealth Management | 4,818 | $565,872.39 | $603,165.42 | $37,293.03 | 6.59% |