| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 11,536 | $381,817.87 | $566,186.9 | $184,369.03 | 48.29% |
Ryan Sanford Elevation Capital Advisory LLC | 5,260 | $282,856.5 | $258,160.81 | -$24,695.69 | -8.73% |
| TSR Ted S. Rich RiverTree Advisors LLC | 28,735 | $1.25M | $1.41M | $158,637.95 | 12.67% |
Thomas Pappas Cottonwood Capital Advisors LLC | 9,304 | $321,774.5 | $456,640.34 | $134,865.84 | 41.91% |
Crystal McKeon TSA Wealth Managment LLC | 7,080 | $247,876.84 | $347,486.41 | $99,609.57 | 40.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,529 | $59,231.52 | $75,043.32 | $15,811.8 | 26.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 172,565 | $7.43M | $8.47M | $1.04M | 14.05% |
Joshua Stipcich Tidemark, LLC | 22,546 | $753,359.94 | $1.14M | $384,976.33 | 51.1% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 203 | $8,959 | $10,543.01 | $1,584.01 | 17.68% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 3,992 | $214,684 | $195,927.37 | -$18,756.63 | -8.74% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 81,703 | $3.26M | $4.13M | $864,551.82 | 26.52% |
| CTC Caldwell Trust Co Caldwell Trust Co | 643 | $27,671 | $31,558.44 | $3,887.44 | 14.05% |