| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 50 | $26,481 | $24,135 | -$2,346 | -8.86% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 192 | $47,702.47 | $90,641.28 | $42,938.81 | 90.01% |
| AFL AGP Franklin LLC AGP Franklin LLC | 1,815 | $447,217.89 | $862,687.65 | $415,469.76 | 92.9% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 540 | $336,798 | $260,406.9 | -$76,391.1 | -22.68% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 658 | $227,085.43 | $312,513.81 | $85,428.38 | 37.62% |
Copia Wealth Management Copia Wealth Management | 90 | $22,361 | $42,202.8 | $19,841.8 | 88.73% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 539 | $336,174.31 | $256,364.57 | -$79,809.74 | -23.74% |
Warner Group LLC Warner Group LLC | 15,678 | $8.19M | $7.46M | -$722,829.52 | -8.83% |
James V. Thompson Jr. Bulwark Capital Corp | 6 | $1,539.06 | $2,874.39 | $1,335.33 | 86.76% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 105 | $33,637.51 | $49,472.85 | $15,835.34 | 47.08% |