| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 83,531 | $1.02M | $1.05M | $26,153.46 | 2.56% |
Jill Batley Gateway Wealth Partners LLC | 16,570 | $201,822 | $207,539.25 | $5,717.25 | 2.83% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 118,308 | $1.43M | $1.48M | $51,909.01 | 3.63% |
| PIL PFG Investments LLC PFG Investments LLC | 29,307 | $381,642.31 | $366,598.33 | -$15,043.98 | -3.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,643 | $20,486.93 | $20,504.64 | $17.71 | 0.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,888 | $168,976.57 | $173,669.44 | $4,692.87 | 2.78% |
Teresa Douberly Burford Brothers, Inc. | 22,850 | $271,072 | $285,510.75 | $14,438.75 | 5.33% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 30,830 | $403,873 | $385,220.85 | -$18,652.15 | -4.62% |
Amir Har-El Savvy Advisors, Inc. | 33,241 | $406,716.9 | $415,013.88 | $8,296.98 | 2.04% |
Owen McCabe Tyche Wealth Partners LLC | 75,467 | $892,402.67 | $943,714.83 | $51,312.16 | 5.75% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 10,951 | $137,545 | $136,723.23 | -$821.77 | -0.6% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 11,296 | $141,895.36 | $141,030.56 | -$864.8 | -0.61% |
Tammy Trenta FF Advisors,LLC | 87,495 | $1.04M | $1.09M | $51,573.71 | 4.95% |
Angela Pompian Sunpointe, LLC | 50,098 | $612,848.99 | $625,974.51 | $13,125.52 | 2.14% |
Michael Bailey MGB Wealth Management, LLC | 53,019 | $655,207.17 | $662,472.4 | $7,265.23 | 1.11% |
Chris M. Frantz Catalina Capital Group, LLC | 14,511 | $174,044.48 | $181,314.94 | $7,270.46 | 4.18% |
Mark Weiskind Fairway Wealth LLC | 5,688 | $69,280 | $71,100 | $1,820 | 2.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 17,200 | $213,602.84 | $215,172 | $1,569.16 | 0.73% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $5,024 | $5,052 | $28 | 0.56% |
Heather Scully NWF Advisory Services Inc. | 19,800 | $242,154 | $247,599 | $5,445 | 2.25% |