| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 145 | $18,937.81 | $18,499.82 | -$437.99 | -2.31% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 11,468 | $1.14M | $1.45M | $307,908.41 | 26.89% |
Holly Skipper Verum Partners LLC | 20,002 | $3.17M | $2.56M | -$609,278.99 | -19.25% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,665 | $228,984 | $212,753.7 | -$16,230.3 | -7.09% |
Jeffrey Hanson Breakwater Capital Group | 15,171 | $1.45M | $1.92M | $470,080.99 | 32.38% |
Jeffrey Rosenthal Viawealth LLC | 3,780 | $544,509.69 | $483,254.1 | -$61,255.59 | -11.25% |
| FFL Financial Freedom LLC Financial Freedom LLC | 3,355 | $580,787.96 | $427,410.22 | -$153,377.74 | -26.41% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 404 | $70,017.24 | $51,289.82 | -$18,727.42 | -26.75% |
Jeffrey Steele Silverlake Wealth Management LLC | 20,548 | $2.27M | $2.6M | $331,004.2 | 14.57% |
Kevin Kroskey True Wealth Design LLC | 117 | $13,435.13 | $14,940.9 | $1,505.77 | 11.21% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,600 | $469,738 | $581,969 | $112,231 | 23.89% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 42,403 | $5.9M | $5.39M | -$513,455.7 | -8.7% |
Courtney Holt Compound Planning, Inc. | 3,613 | $390,197.3 | $459,031.65 | $68,834.35 | 17.64% |
Alisha Arvold Christopher J. Hasenberg, Inc | 9 | $884 | $1,146.28 | $262.28 | 29.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,200 | $132,428.44 | $150,984 | $18,555.56 | 14.01% |
Kevin Orr Centennial Bank/AR/ | 3,254 | $447,555 | $412,477.04 | -$35,077.96 | -7.84% |
NICOLE MARTIN Arlington Trust Co LLC | 798 | $79,375.29 | $100,843.26 | $21,467.97 | 27.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 78,715 | $8.35M | $10.05M | $1.7M | 20.39% |
Benj Foor Frazier Financial Advisors, LLC | 396 | $39,289.68 | $50,054.4 | $10,764.72 | 27.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 302 | $41,572.08 | $38,107.87 | -$3,464.21 | -8.33% |