| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 667 | $28,564.22 | $31,514.88 | $2,950.66 | 10.33% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 173 | $7,456 | $8,300.54 | $844.54 | 11.33% |
Nicole Davis Northwest Financial Advisors | 9,485 | $258,394.39 | $408,139.54 | $149,745.15 | 57.95% |
Curtis Harrell Tounjian Advisory Partners LLC | 101,945 | $4.67M | $4.82M | $150,744.72 | 3.23% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 190,085 | $8.31M | $8.98M | $675,129.43 | 8.13% |
| CW Chung Wu Chung Wu Investment Group LLC | 400 | $17,116 | $17,212 | $96 | 0.56% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 17,466 | $757,364.61 | $751,561.96 | -$5,802.65 | -0.77% |