| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31,580 | $1.39M | $1.39M | -$3,105.82 | -0.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,304 | $100,095.82 | $101,488.9 | $1,393.08 | 1.39% |
Mark Fiskio Empirical Asset Management LLC | 14,041 | $619,213.29 | $617,523.18 | -$1,690.11 | -0.27% |
Jill Batley Gateway Wealth Partners LLC | 12,690 | $562,981.16 | $558,106.2 | -$4,874.96 | -0.87% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 5,673 | $252,703.8 | $249,498.54 | -$3,205.26 | -1.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,983 | $1.28M | $1.27M | -$739.93 | -0.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,652 | $117,775.3 | $116,542.14 | -$1,233.16 | -1.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5 | $215.72 | $219.72 | $4 | 1.85% |
REAP Financial Group LLC REAP Financial Group LLC | 6,101 | $270,238.47 | $268,322.59 | -$1,915.88 | -0.71% |
Defined Financial Planning LLC Defined Financial Planning LLC | 84,968 | $3.7M | $3.74M | $39,742.29 | 1.07% |