| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 29 | $1,209 | $906.54 | -$302.46 | -25.02% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 27,555 | $827,082.84 | $861,892.84 | $34,810 | 4.21% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 68,636 | $2.14M | $2.15M | $11,516.54 | 0.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,500 | $61,695 | $46,830 | -$14,865 | -24.09% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 53,320 | $2.15M | $1.67M | -$487,201.31 | -22.61% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 234 | $9,748.68 | $7,319.29 | -$2,429.39 | -24.92% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 22,276 | $887,441.72 | $696,771 | -$190,670.72 | -21.49% |