| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Westerbeck Brian Low Financial Group LLC | 2,561 | $746,694.27 | $1.43M | $684,494.97 | 91.67% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 8,032 | $2.24M | $4.41M | $2.17M | 96.79% |
Lauren Sterling NerdWallet Wealth Partners LLC | 443 | $290,577 | $245,286.88 | -$45,290.12 | -15.59% |
Adam Scott Argyle Capital Partners LLC | 2,088 | $614,570.46 | $1.16M | $540,761.7 | 87.99% |
Caldwell Trust Co Caldwell Trust Co | 100 | $65,589 | $54,287 | -$11,302 | -17.23% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 562 | $171,937.36 | $306,998.12 | $135,060.76 | 78.55% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 480 | $315,120 | $264,204.14 | -$50,915.86 | -16.16% |
Kropog Financial Group LLC Kropog Financial Group LLC | 762 | $499,992 | $411,601.92 | -$88,390.08 | -17.68% |
Todd Arthur Gomes Sonoma Allocations LLC | 4,144 | $2.3M | $2.32M | $19,833.07 | 0.86% |
Plan A Wealth LLC Plan A Wealth LLC | 400 | $262,356 | $219,248 | -$43,108 | -16.43% |
Payne Capital LLC Payne Capital LLC | 4,816 | $1.85M | $2.66M | $812,844.88 | 44.02% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,364 | $862,125.66 | $1.29M | $426,774.42 | 49.5% |
Shuttleworth & Co Shuttleworth & Co | 1,832 | $620,484.17 | $1.01M | $392,648.47 | 63.28% |