| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 493 | $12,339.79 | $12,260.91 | -$78.88 | -0.64% |
Nicholas Shaheen FSA Advisors Inc. | 48,437 | $1.15M | $1.24M | $90,433.32 | 7.88% |
Jeremy Baltz Raleigh Capital Management Inc. | 37,549 | $891,411.59 | $933,843.63 | $42,432.04 | 4.76% |
| EM Erin Mccann Simplicity Wealth LLC | 134,263 | $3.16M | $3.36M | $194,681.35 | 6.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 58,389 | $1.38M | $1.5M | $121,097.33 | 8.8% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 117,014 | $2.76M | $2.91M | $152,012.92 | 5.51% |
Chad Tobin Slagle Financial, LLC | 43,364 | $1.02M | $1.08M | $56,327.49 | 5.51% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 159,232 | $3.75M | $3.96M | $206,851.25 | 5.51% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 82,076 | $1.93M | $2.04M | $106,624.74 | 5.51% |
Curtis Harrell Tounjian Advisory Partners LLC | 3,614 | $90,349 | $92,681.03 | $2,332.03 | 2.58% |
Smart Wealth LLC Smart Wealth LLC | 18,739 | $441,686.69 | $468,849.78 | $27,163.09 | 6.15% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 61,074 | $1.53M | $1.52M | -$6,251.69 | -0.41% |