| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 5WL 5T Wealth LLC 5T Wealth LLC | 8,996 | $901,452.57 | $903,108.44 | $1,655.87 | 0.18% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 57,284 | $5.74M | $5.75M | $12,266.01 | 0.21% |
Travis Bettfreund K2 Financial Inc. | 4,818 | $482,828.05 | $483,679.02 | $850.97 | 0.18% |
VestGen Advisors LLC VestGen Advisors LLC | 4,948 | $495,691.06 | $495,542.2 | -$148.86 | -0.03% |
Samira Kadam Synergy Investment Management LLC | 1,040 | $104,354 | $104,218.4 | -$135.6 | -0.13% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 3,890 | $390,381.25 | $389,544.6 | -$836.65 | -0.21% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 110,539 | $11.09M | $11.1M | $3,293.51 | 0.03% |
| RFL Rossby Financial LLC Rossby Financial LLC | 905 | $90,591.84 | $90,852.95 | $261.11 | 0.29% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 772 | $77,462 | $77,501.08 | $39.08 | 0.05% |
Ameriflex Group Inc. Ameriflex Group Inc. | 946 | $94,922 | $94,798.66 | -$123.34 | -0.13% |
Nicole Reese WPG Advisers LLC | 448 | $44,845.03 | $44,974.72 | $129.69 | 0.29% |
David Dirks Plum Street Advisors LLC | 21,964 | $2.2M | $2.2M | -$2,688.72 | -0.12% |