| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robin Gould Christensen, King & Associates Investment Services, Inc. | 10,364 | $509,787.58 | $495,088.28 | -$14,699.3 | -2.88% |
Holly Breeden Fort Vancouver Investment Management, LLC | 121,748 | $5.93M | $5.82M | -$116,246.98 | -1.96% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 5,892 | $287,052.06 | $281,460.84 | -$5,591.22 | -1.95% |
Chad Warrick Summit Wealth Partners, LLC | 5,800 | $284,850.53 | $277,066 | -$7,784.53 | -2.73% |
Heather Fowler A4 Wealth Advisors LLC | 40,750 | $1.96M | $1.95M | -$15,326.78 | -0.78% |
Robert Roy Somnio Financial Group, LLC | 193,561 | $9.44M | $9.25M | -$193,870.31 | -2.05% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,056 | $51,751.97 | $50,445.12 | -$1,306.85 | -2.53% |
JAMES ELIOS Elios Financial Group Inc. | 6,816 | $342,719.22 | $325,600.32 | -$17,118.9 | -5% |
Teresa Coleman Creekside Partners | 27,264 | $1.33M | $1.3M | -$25,814.34 | -1.94% |
Trent White Luminvest Wealth Management LLC | 522,481 | $25.69M | $24.96M | -$736,008.33 | -2.86% |
Level Wealth Management LLC Level Wealth Management LLC | 164,549 | $8.03M | $7.86M | -$166,006.43 | -2.07% |
Andrew Snider Maiden Cove Capital, LLC | 20,770 | $1.01M | $992,182.9 | -$22,653.9 | -2.23% |
David Levy Diversified Enterprises LLC | 25,523 | $1.24M | $1.22M | -$22,099.92 | -1.78% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 33,815 | $1.66M | $1.62M | -$44,980.21 | -2.71% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 81,483 | $3.94M | $3.89M | -$48,202.17 | -1.22% |
Seneschal Advisors LLC Seneschal Advisors LLC | 128,662 | $6.31M | $6.14M | -$165,476.04 | -2.62% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 350,775 | $17.21M | $16.77M | -$439,229.24 | -2.55% |
Five Pine Wealth Management Five Pine Wealth Management | 123,153 | $6.03M | $5.89M | -$138,648.43 | -2.3% |
Millstone Evans Group LLC Millstone Evans Group LLC | 193 | $9,540.15 | $9,229.26 | -$310.89 | -3.26% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 7,165 | $344,278.25 | $343,561.75 | -$716.5 | -0.21% |