| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38 | $1,093.64 | $1,148.36 | $54.72 | 5% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 40,500 | $1.21M | $1.23M | $14,364.71 | 1.19% |
Jessica Thayer Unique Wealth LLC | 173,945 | $5.24M | $5.26M | $24,791.11 | 0.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 36 | $1,037.81 | $1,088.1 | $50.29 | 4.85% |
Charles Corkery PUREfi Wealth, LLC | 10,030 | $313,238 | $302,605.1 | -$10,632.9 | -3.39% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,365 | $261,230 | $252,497.52 | -$8,732.48 | -3.34% |
Stephen Davis Fairvoy Private Wealth LLC | 10,326 | $322,470 | $312,027.97 | -$10,442.03 | -3.24% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.81M | $54.07M | $54.81M | $734,089.32 | 1.36% |