| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 3,747 | $250,701.05 | $248,013.93 | -$2,687.12 | -1.07% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,780 | $222,264 | $250,198.2 | $27,934.2 | 12.57% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 475 | $31,122 | $31,440.25 | $318.25 | 1.02% |
Adam Schwallier Schwallier Wealth Management LLC | 24,454 | $1.6M | $1.62M | $17,256.88 | 1.08% |
Benj Foor Frazier Financial Advisors, LLC | 1,084 | $72,192.11 | $71,679.5 | -$512.61 | -0.71% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 60,680 | $3.95M | $4M | $48,477.34 | 1.23% |
VestGen Advisors LLC VestGen Advisors LLC | 10,705 | $701,315.35 | $707,571.6 | $6,256.25 | 0.89% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 239 | $15,272 | $15,822.04 | $550.04 | 3.6% |