| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 159,302 | $13.44M | $12.71M | -$728,741.13 | -5.42% |
Gibbs Wealth Management Gibbs Wealth Management | 6,569 | $610,129 | $524,337.58 | -$85,791.42 | -14.06% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 6,359 | $540,925.45 | $507,607.17 | -$33,318.28 | -6.16% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 711 | $55,216.53 | $56,723.58 | $1,507.05 | 2.73% |
Rexford Capital Inc. Rexford Capital Inc. | 1,583 | $132,194.83 | $126,568.76 | -$5,626.07 | -4.26% |
Sara Amparan Prospera Capital Management LLC | 3,452 | $245,733.58 | $272,569.92 | $26,836.34 | 10.92% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 4,443 | $389,985 | $355,617.72 | -$34,367.28 | -8.81% |
Michael Behner Nautilus Advisors LLC | 2,743 | $196,595.27 | $218,726.82 | $22,131.55 | 11.26% |
Birch Financial Group LLC Birch Financial Group LLC | 13,108 | $964,564.15 | $1.05M | $83,944.77 | 8.7% |
Base Wealth Management LLC Base Wealth Management LLC | 4,250 | $303,036.68 | $335,813.75 | $32,777.07 | 10.82% |
Brent Garcia Broadwater Capital Management LLC | 3,206 | $194,732 | $256,063.22 | $61,331.22 | 31.5% |
Todd Arthur Gomes Sonoma Allocations LLC | 4,323 | $326,343.27 | $341,365.69 | $15,022.42 | 4.6% |
Basepoint Wealth LLC Basepoint Wealth LLC | 10,995 | $988,449.72 | $877,220.68 | -$111,229.04 | -11.25% |
United Financial Planning Group LLC United Financial Planning Group LLC | 153 | $12,887.5 | $12,194.1 | -$693.4 | -5.38% |
Formulate Financial LLC Formulate Financial LLC | 3,003 | $226,696 | $239,849.61 | $13,153.61 | 5.8% |
Plan A Wealth LLC Plan A Wealth LLC | 7,357 | $540,556.22 | $587,787.51 | $47,231.29 | 8.74% |
Berman McAleer LLC Berman McAleer LLC | 5,563 | $420,928.77 | $443,927.4 | $22,998.63 | 5.46% |
Jon Borer Capitolis Liquid Global Markets LLC | 277,000 | $24.31M | $22.14M | -$2.18M | -8.95% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 31,229 | $2.36M | $2.49M | $135,378.08 | 5.74% |
Virtue Asset Management LLC Virtue Asset Management LLC | 16,526 | $1.25M | $1.3M | $53,511.24 | 4.28% |