| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 21,340 | $1.07M | $1.07M | -$1,120.7 | -0.1% |
| EM Eric Myers Carrera Capital Advisors | 3M | $151.05M | $150.45M | -$593,647.19 | -0.39% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 6,454 | $323,873.84 | $323,829.45 | -$44.39 | -0.01% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 9,129 | $458,732.11 | $458,230.15 | -$501.96 | -0.11% |
| RZ Rich Zeitz Bravias Capital Group LLC | 4,680 | $235,192.07 | $234,819 | -$373.07 | -0.16% |
North Forty Two & Co. North Forty Two & Co. | 119,610 | $6.02M | $6M | -$19,304.88 | -0.32% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 10,165 | $511,883.92 | $510,232.17 | -$1,651.75 | -0.32% |
Note Advisors LLC Note Advisors LLC | 9,416 | $474,473.56 | $472,447.8 | -$2,025.76 | -0.43% |
| AS Aryn Sands GK Wealth Management LLC | 1 | $50 | $50.17 | $0.17 | 0.34% |
James V. Thompson Jr. Bulwark Capital Corp | 83,236 | $4.2M | $4.18M | -$18,466.17 | -0.44% |
Heydon Traub Traub Capital Management LLC | 5,535 | $278,652.74 | $277,829.32 | -$823.42 | -0.3% |
Gibbs Wealth Management Gibbs Wealth Management | 9,358 | $470,977.46 | $469,724.81 | -$1,252.65 | -0.27% |