| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 3,000 | $68,580 | $67,200 | -$1,380 | -2.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,300 | $366,098 | $365,120 | -$978 | -0.27% |
Owen McCabe Tyche Wealth Partners LLC | 11,650 | $242,533.15 | $260,960 | $18,426.85 | 7.6% |
Rob Dainard Hara Capital LLC | 114,387 | $2.48M | $2.59M | $107,908.02 | 4.35% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $2,282 | $2,240 | -$42 | -1.84% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 500 | $11,355 | $11,305 | -$50 | -0.44% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.64M | $35.14M | $37.05M | $1.91M | 5.45% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 12,320 | $280,280 | $278,555.2 | -$1,724.8 | -0.62% |
| DN Daniel Newman Noble Wealth Management PBC | 3,653 | $75,215.03 | $81,827.2 | $6,612.17 | 8.79% |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 2,000 | $41,180 | $44,800 | $3,620 | 8.79% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,272 | $29,027 | $28,759.92 | -$267.08 | -0.92% |