| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexander Eichhorn Tanager Wealth Management LLP | 204,728 | $10.47M | $10.41M | -$63,465.68 | -0.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 136 | $6,915.6 | $6,917.64 | $2.04 | 0.03% |
Arthur Garcia Atlas Financial Advisors Inc. | 16,222 | $819,535.44 | $823,834.27 | $4,298.83 | 0.52% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 121,143 | $6.19M | $6.16M | -$28,957.21 | -0.47% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 30,647 | $1.56M | $1.56M | $1,041.7 | 0.07% |
Laurel Steward Mattson Financial Services, LLC | 118,316 | $6.03M | $6.02M | -$10,798.16 | -0.18% |
Gregory A. Brown Brown Financial Advisors | 73,575 | $3.72M | $3.74M | $20,092.94 | 0.54% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 46,514 | $2.39M | $2.37M | -$24,671.45 | -1.03% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 12,965 | $664,631.39 | $659,075.77 | -$5,555.62 | -0.84% |
Kevin Serrapede Capstone Wealth Management Group LLC | 11,990 | $616,545.13 | $609,826.99 | -$6,718.14 | -1.09% |