| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 1,511 | $92,748.81 | $122,666 | $29,917.19 | 32.26% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,767 | $137,932.65 | $147,836.05 | $9,903.4 | 7.18% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 4,787 | $296,321.37 | $388,618.23 | $92,296.86 | 31.15% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 355 | $21,534.28 | $28,819.61 | $7,285.33 | 33.83% |
Jorge Paganin Abacus Wealth Partners, LLC | 9,871 | $788,539 | $801,347.52 | $12,808.52 | 1.62% |
Carrie Miller Trellis Wealth Advisors LLC | 24,959 | $1.33M | $2.03M | $693,772.73 | 52.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 509 | $40,661 | $41,374.06 | $713.06 | 1.75% |
Andy Bloom MB Generational Wealth, LLC | 19,748 | $1.06M | $1.6M | $539,078.73 | 50.66% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 3,715 | $224,813.14 | $301,591.13 | $76,777.99 | 34.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,747 | $320,674 | $396,196.96 | $75,522.96 | 23.55% |
Jennifer Lutz Trademark Financial Management, LLC | 10,304 | $605,523.54 | $836,499.33 | $230,975.79 | 38.14% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,885 | $197,830.17 | $241,507.97 | $43,677.8 | 22.08% |
Bruce Barton Parkworth Wealth Management, Inc. | 1,007 | $56,270.5 | $81,750.27 | $25,479.77 | 45.28% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 1.98M | $147.14M | $165.37M | $18.23M | 12.39% |
FMB Wealth Management FMB Wealth Management | 5,529 | $373,501 | $448,855.28 | $75,354.28 | 20.18% |
Mark Albers Verus Wealth Management LLC | 4,795 | $343,082.25 | $389,267.69 | $46,185.44 | 13.46% |
Prime Buchholz LLC Prime Buchholz LLC | 25,037 | $2M | $2.09M | $89,587.12 | 4.48% |
| DC David Cantor LongView Asset Management LLC | 55,229 | $3.08M | $4.48M | $1.41M | 45.8% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 3,871 | $217,049.41 | $314,255.52 | $97,206.11 | 44.79% |
| KV Katherine Vessenes Vestment Financial LLC | 16,685 | $1.04M | $1.35M | $312,621.58 | 30% |