| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Collier Collier Financial | 3,471 | $215,436.91 | $218,638.29 | $3,201.38 | 1.49% |
Seth Scher Matrix Private Capital Group LLC | 4,267 | $285,889 | $268,778.33 | -$17,110.67 | -5.99% |
Caroline Jankowski Operose Advisors LLC | 11,320 | $616,286.2 | $713,046.8 | $96,760.6 | 15.7% |
Andrew Burkey Joseph Group Capital Management | 3,527 | $193,735.06 | $222,165.73 | $28,430.67 | 14.68% |
Morgan Christen Spinnaker Investment Group LLC | 3,882 | $212,228.94 | $246,429.36 | $34,200.42 | 16.11% |
W. Travis McKinney HB Wealth Management LLC | 8,676 | $445,278.33 | $548,323.2 | $103,044.87 | 23.14% |
| FCI Family CFO Inc Family CFO Inc | 4,673 | $311,221.8 | $294,212.08 | -$17,009.72 | -5.47% |
William Jollie Quent Capital LLC | 210 | $12,835.2 | $13,272 | $436.8 | 3.4% |
| EM Erin Mccann Simplicity Wealth LLC | 17,847 | $1.11M | $1.13M | $13,892.05 | 1.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,256 | $952,420.08 | $1.09M | $138,159.12 | 14.51% |
Craig Johnsen Fortitude Advisory Group LLC | 4,912 | $327,887.2 | $310,438.4 | -$17,448.8 | -5.32% |
Edward Lowndes Angeles Wealth Management LLC | 5,700 | $337,440 | $359,043 | $21,603 | 6.4% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,015 | $94,610.38 | $127,912.2 | $33,301.82 | 35.2% |
| JG John Ginter Callan Family Office LLC | 69,272 | $4.26M | $4.38M | $119,346.27 | 2.8% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 313,477 | $17.51M | $19.75M | $2.24M | 12.8% |
Rachel Faulk Cape Investment Advisory Inc. | 25 | $1,665 | $1,580 | -$85 | -5.11% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 7,876 | $494,097.2 | $497,251.26 | $3,154.06 | 0.64% |
Mariana Coli Dunhill Financial LLC | 818 | $50,783.4 | $51,697.6 | $914.2 | 1.8% |
Lukas Lindgren Abound Wealth Management | 1,633 | $89,277 | $103,083.12 | $13,806.12 | 15.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 59,320 | $2.97M | $3.74M | $769,900.24 | 25.95% |