| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 11,536 | $381,817.87 | $529,502.4 | $147,684.53 | 38.68% |
Ryan Sanford Elevation Capital Advisory LLC | 5,260 | $282,856.5 | $240,697.6 | -$42,158.9 | -14.9% |
| TSR Ted S. Rich RiverTree Advisors LLC | 28,842 | $1.26M | $1.33M | $69,666.63 | 5.54% |
Thomas Pappas Cottonwood Capital Advisors LLC | 9,304 | $321,774.5 | $427,937.48 | $106,162.98 | 32.99% |
Crystal McKeon TSA Wealth Managment LLC | 6,310 | $220,996.1 | $292,153 | $71,156.9 | 32.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,529 | $59,231.52 | $70,584.76 | $11,353.24 | 19.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 283,615 | $13.4M | $13.1M | -$295,080.13 | -2.2% |
Joshua Stipcich Tidemark, LLC | 22,546 | $753,359.94 | $1.03M | $277,894.1 | 36.89% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 203 | $8,959 | $9,317.7 | $358.7 | 4% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 4,328 | $231,155.92 | $205,831.02 | -$25,324.9 | -10.96% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 81,703 | $3.26M | $3.75M | $489,575.9 | 15.01% |