| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,793 | $214,426.49 | $197,711.25 | -$16,715.24 | -7.8% |
Joshua Stipcich Tidemark, LLC | 667 | $28,564.22 | $27,323.65 | -$1,240.57 | -4.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 173 | $7,456 | $7,112.03 | -$343.97 | -4.61% |
Nicole Davis Northwest Financial Advisors | 9,485 | $258,394.39 | $390,118.05 | $131,723.66 | 50.98% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 19,807 | $886,921.55 | $814,166.73 | -$72,754.82 | -8.2% |
Curtis Harrell Tounjian Advisory Partners LLC | 101,945 | $4.67M | $4.18M | -$483,730.38 | -10.37% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 190,085 | $8.31M | $7.84M | -$469,885.59 | -5.66% |
| CW Chung Wu Chung Wu Investment Group LLC | 400 | $17,116 | $16,458 | -$658 | -3.84% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 17,466 | $757,364.61 | $717,415.95 | -$39,948.66 | -5.27% |