| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 2,409 | $164,350.39 | $190,913.25 | $26,562.86 | 16.16% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,767 | $137,932.65 | $141,183.3 | $3,250.65 | 2.36% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 4,787 | $296,321.37 | $382,074.4 | $85,753.03 | 28.94% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 357 | $21,693.55 | $28,257.62 | $6,564.07 | 30.26% |
Jorge Paganin Abacus Wealth Partners, LLC | 9,871 | $788,539 | $787,853.86 | -$685.14 | -0.09% |
Carrie Miller Trellis Wealth Advisors LLC | 24,959 | $1.33M | $1.97M | $633,571.62 | 47.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 521 | $41,616.92 | $40,825.04 | -$791.88 | -1.9% |
Andy Bloom MB Generational Wealth, LLC | 19,748 | $1.06M | $1.56M | $491,839.54 | 46.22% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 3,729 | $225,928.46 | $295,187.64 | $69,259.18 | 30.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,747 | $320,674 | $376,199.75 | $55,525.75 | 17.32% |
Jennifer Lutz Trademark Financial Management, LLC | 10,304 | $605,523.54 | $815,664.64 | $210,141.1 | 34.7% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,885 | $197,830.17 | $227,308.86 | $29,478.69 | 14.9% |
Bruce Barton Parkworth Wealth Management, Inc. | 1,007 | $56,270.5 | $79,707.07 | $23,436.57 | 41.65% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 1.98M | $147.14M | $156.57M | $9.43M | 6.41% |
FMB Wealth Management FMB Wealth Management | 5,529 | $373,501 | $435,629.36 | $62,128.36 | 16.63% |
Mark Albers Verus Wealth Management LLC | 4,795 | $343,082.25 | $380,627.1 | $37,544.85 | 10.94% |
Prime Buchholz LLC Prime Buchholz LLC | 25,037 | $2M | $1.98M | -$19,889.67 | -0.99% |
| DC David Cantor LongView Asset Management LLC | 55,229 | $3.08M | $4.35M | $1.28M | 41.47% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 3,887 | $218,323.98 | $308,044.75 | $89,720.77 | 41.1% |
| KV Katherine Vessenes Vestment Financial LLC | 16,663 | $1.04M | $1.32M | $275,870.7 | 26.51% |