| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Vanaski Arcadia Wealth Management Inc. | 32,856 | $1.6M | $1.63M | $28,410.33 | 1.77% |
Candy Palugi Claris Financial LLC | 74,544 | $3.71M | $3.69M | -$19,664.41 | -0.53% |
TradeWell Securities LLC TradeWell Securities LLC | 8,750 | $435,676.32 | $433,037.5 | -$2,638.82 | -0.61% |
David R. Hess Wealth Management Associates Inc. | 6,714 | $345,145.23 | $332,275.86 | -$12,869.37 | -3.73% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 35,168 | $1.72M | $1.74M | $23,415.86 | 1.36% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 5,516 | $270,628.15 | $272,986.84 | $2,358.69 | 0.87% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,420 | $220,955.73 | $218,745.8 | -$2,209.93 | -1% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 19,166 | $956,230.32 | $948,525.34 | -$7,704.98 | -0.81% |