| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 3,747 | $250,701.05 | $244,529.22 | -$6,171.83 | -2.46% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,102 | $182,397.6 | $202,436.52 | $20,038.92 | 10.99% |
Adam Schwallier Schwallier Wealth Management LLC | 4,243 | $277,977.23 | $277,349.64 | -$627.59 | -0.23% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 22,173 | $1.48M | $1.45M | -$26,909.15 | -1.82% |
Benj Foor Frazier Financial Advisors, LLC | 1,084 | $72,192.11 | $71,403.08 | -$789.03 | -1.09% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 65,617 | $4.28M | $4.34M | $57,579.34 | 1.34% |
VestGen Advisors LLC VestGen Advisors LLC | 10,407 | $681,823.17 | $683,479.72 | $1,656.55 | 0.24% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 239 | $15,272 | $15,696.32 | $424.32 | 2.78% |