| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 315 | $7,425 | $7,865.55 | $440.55 | 5.93% |
Nicholas Shaheen FSA Advisors Inc. | 48,437 | $1.15M | $1.21M | $56,769.61 | 4.94% |
Jeremy Baltz Raleigh Capital Management Inc. | 37,549 | $891,411.59 | $932,679.61 | $41,268.02 | 4.63% |
| EM Erin Mccann Simplicity Wealth LLC | 134,263 | $3.16M | $3.34M | $177,227.16 | 5.6% |
| BP Brett Pohl Kingdom Financial Group LLC | 58,389 | $1.38M | $1.44M | $63,876.11 | 4.64% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 117,014 | $2.76M | $2.92M | $163,293.07 | 5.92% |
Chad Tobin Slagle Financial, LLC | 43,364 | $1.02M | $1.08M | $62,832.09 | 6.15% |
Scott Noble Boomfish Wealth Group, LLC | 8,174 | $204,350 | $203,615.16 | -$734.84 | -0.36% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 159,232 | $3.75M | $3.98M | $230,736.05 | 6.15% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 82,076 | $1.93M | $2.03M | $94,723.72 | 4.9% |
Curtis Harrell Tounjian Advisory Partners LLC | 3,614 | $90,349 | $89,139.31 | -$1,209.69 | -1.34% |
Smart Wealth LLC Smart Wealth LLC | 18,739 | $441,686.69 | $467,350.66 | $25,663.97 | 5.81% |
| FWM FLP Wealth Management LLC FLP Wealth Management LLC | 61,074 | $1.53M | $1.52M | -$5,030.21 | -0.33% |