| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 21,096 | $927,529.17 | $926,852.76 | -$676.41 | -0.07% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,165 | $487,242.95 | $489,920.2 | $2,677.25 | 0.55% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 5,440 | $235,719.96 | $238,707.2 | $2,987.24 | 1.27% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 37,144 | $1.6M | $1.63M | $32,819.29 | 2.06% |
Aldis Birkans Bank of Jackson Hole Trust | 175 | $7,513 | $7,673.75 | $160.75 | 2.14% |
| BDA Ben D. Allison Jr. Pillar Financial Advisors LLC | 11,242 | $482,619.26 | $494,648 | $12,028.74 | 2.49% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 7,493 | $328,950.81 | $328,942.7 | -$8.11 | - |
| CFG Chapman Financial Group LLC Chapman Financial Group LLC | 29,561 | $1.3M | $1.3M | -$3,051.43 | -0.23% |