| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Lucia Andrews, Lucia Wealth Management LLC | 10,001 | $803,068.23 | $775,877.58 | -$27,190.65 | -3.39% |
Andrew Miller OLIO Financial Planning | 2,732 | $210,888.02 | $211,948.56 | $1,060.54 | 0.5% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 223,670 | $17.79M | $17.35M | -$440,108.31 | -2.47% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 269,333 | $21.33M | $20.89M | -$439,675.95 | -2.06% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 2,718 | $208,957.2 | $210,998.34 | $2,041.14 | 0.98% |
Nabeed Zaman Eagle Strategies LLC | 10,411 | $805,980.41 | $807,685.38 | $1,704.97 | 0.21% |
Caitlin Garner SC&H Financial Advisors Inc. | 23,982 | $1.84M | $1.86M | $23,483.54 | 1.28% |
Patrick Severson TrueWealth Financial Partners | 2,653 | $208,021.73 | $205,793.21 | -$2,228.52 | -1.07% |
Michelle Wells Darrow Company Inc. | 71,456 | $5.62M | $5.54M | -$79,994.29 | -1.42% |
Jason Whitby Stone Summit Wealth LLC | 163,804 | $12.84M | $12.71M | -$127,705.42 | -0.99% |
Katherine Saltonstall Sandy Cove Advisors LLC | 7,199 | $566,561.3 | $558,498.42 | -$8,062.88 | -1.42% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 42,709 | $3.29M | $3.31M | $23,095.77 | 0.7% |
Dave Reichert Echo45 Advisors LLC | 97,127 | $7.55M | $7.54M | -$17,900.27 | -0.24% |
Ryan Gough Perfromance Wealth Partners LLC | 38,192 | $2.89M | $2.96M | $68,087.07 | 2.35% |
Clint Dunn Beaird Harris Wealth Management LLC | 51,956 | $3.99M | $4.03M | $36,641.7 | 0.92% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,604 | $200,567.83 | $202,018.32 | $1,450.49 | 0.72% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,655 | $205,848.22 | $205,974.9 | $126.68 | 0.06% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 7,762 | $604,710 | $602,175.96 | -$2,534.04 | -0.42% |
Caroline Jankowski Operose Advisors LLC | 10,969 | $863,685.79 | $850,865.33 | -$12,820.46 | -1.48% |
Ana-Maria Ignat Covestor Ltd | 96 | $7,538.46 | $7,445.76 | -$92.7 | -1.23% |