| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 87 | $2,916.11 | $4,437.87 | $1,521.76 | 52.18% |
| FG Fabian Guerra Guerra Advisors Inc. | 26 | $1,140 | $1,346.8 | $206.8 | 18.14% |
Jeremy Will Bestgate Wealth Advisors LLC | 4,300 | $232,888 | $222,783 | -$10,105 | -4.34% |
| BM Boulos Michael TME Financial Inc. | 8,984 | $300,132.15 | $460,070.64 | $159,938.49 | 53.29% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 12,334 | $473,005.37 | $628,910.66 | $155,905.29 | 32.96% |
Rossby Financial LLC Rossby Financial LLC | 4,936 | $198,248.84 | $256,400.52 | $58,151.68 | 29.33% |
Ameriflex Group Inc. Ameriflex Group Inc. | 204 | $9,153.94 | $10,593.72 | $1,439.78 | 15.73% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 4,115 | $225,049 | $210,852.6 | -$14,196.4 | -6.31% |
Kilter Group LLC Kilter Group LLC | 205 | $8,391.13 | $10,645.65 | $2,254.52 | 26.87% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 31,278 | $1.05M | $1.59M | $540,798.23 | 51.5% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 77,840 | $3.76M | $4.03M | $268,665.93 | 7.15% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 734 | $27,542.18 | $37,580.8 | $10,038.62 | 36.45% |
John R. Hanahan Yukon Wealth Management Inc. | 14,861 | $519,840.39 | $765,713.02 | $245,872.63 | 47.3% |
Cole Dimond Caliber Wealth Management LLC / KS | 10,572 | $371,528.94 | $541,709.28 | $170,180.34 | 45.81% |
Nicole Reese WPG Advisers LLC | 1,907 | $63,675 | $99,059.11 | $35,384.11 | 55.57% |
David Dirks Plum Street Advisors LLC | 9,290 | $302,607.9 | $481,779.4 | $179,171.5 | 59.21% |
Birchbrook Inc. Birchbrook Inc. | 16,498 | $599,783.64 | $845,357.52 | $245,573.88 | 40.94% |
Maseco LLP Maseco LLP | 165 | $7,163 | $8,461.2 | $1,298.2 | 18.12% |
Chris Ryan Ryan Investment Management Inc. | 7,139 | $291,057.53 | $364,160.39 | $73,102.86 | 25.12% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 167 | $6,580.23 | $8,553.74 | $1,973.51 | 29.99% |