| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard W. Lowrie Park Edge Advisors LLC | 27,555 | $827,082.84 | $847,316.25 | $20,233.41 | 2.45% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 82,774 | $2.67M | $2.49M | -$182,085.16 | -6.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,500 | $61,695 | $44,659.5 | -$17,035.5 | -27.61% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 33,435 | $1.35M | $1.03M | -$321,855.64 | -23.82% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 234 | $9,748.68 | $7,118.28 | -$2,630.4 | -26.98% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 22,550 | $895,823.92 | $687,865.2 | -$207,958.72 | -23.21% |