| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38 | $1,093.64 | $1,177.81 | $84.17 | 7.7% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 43,961 | $1.32M | $1.36M | $47,250.59 | 3.59% |
Jessica Thayer Unique Wealth LLC | 196,100 | $5.91M | $6.08M | $172,601.03 | 2.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 36 | $1,037.81 | $1,115.82 | $78.01 | 7.52% |
Charles Corkery PUREfi Wealth, LLC | 9,686 | $302,494.84 | $300,217.57 | -$2,277.27 | -0.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,365 | $261,230 | $259,273.17 | -$1,956.83 | -0.75% |
Stephen Davis Fairvoy Private Wealth LLC | 11,996 | $372,726.2 | $371,816.02 | -$910.18 | -0.24% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.81M | $54.07M | $56.24M | $2.17M | 4.01% |