| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 8,326 | $281,735.19 | $274,758 | -$6,977.19 | -2.48% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 57,872 | $1.58M | $1.91M | $331,187.55 | 21.02% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 66,586 | $2.24M | $2.22M | -$16,600.66 | -0.74% |
| MG Melissa Glennie Capital Management Associates, Inc | 114,299 | $3.71M | $3.83M | $115,520.08 | 3.11% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 64,802 | $2.08M | $2.17M | $87,677.86 | 4.22% |
Carmen McClennon WR Wealth Planners, LLC | 12,860 | $404,350.48 | $430,295.6 | $25,945.12 | 6.42% |
Eric Schmid Ted Buchan & Co | 151,547 | $4.89M | $5.06M | $170,133.59 | 3.48% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 128,723 | $4.23M | $4.3M | $72,402.06 | 1.71% |
Tyler Rudek Heritage Wealth Architects Inc. | 437,177 | $14.47M | $14.41M | -$59,223.13 | -0.41% |