| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 37,995 | $3.15M | $3.3M | $143,251.28 | 4.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 260 | $19,281.83 | $22,448.4 | $3,166.57 | 16.42% |
Benj Foor Frazier Financial Advisors, LLC | 630 | $64,734.35 | $53,839.8 | -$10,894.55 | -16.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14 | $1,143.5 | $1,208.76 | $65.26 | 5.71% |
| FLP Financial Life Planners Financial Life Planners | 15,628 | $1.69M | $1.35M | -$346,185.25 | -20.45% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 1,570 | $134,267.07 | $134,768.8 | $501.73 | 0.37% |
Michael Behner Nautilus Advisors LLC | 3,607 | $379,753.83 | $313,809 | -$65,944.83 | -17.37% |