| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristofer Gray Integrity Financial Corp. /WA | 2,283 | $232,320.87 | $285,671.79 | $53,350.92 | 22.96% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,125 | $218,226.84 | $261,385.62 | $43,158.78 | 19.78% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 691 | $66,913.14 | $85,476.7 | $18,563.56 | 27.74% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,579 | $220,599.89 | $194,453.85 | -$26,146.04 | -11.85% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,225 | $337,990.69 | $405,801.75 | $67,811.06 | 20.06% |
| DW Darren Woolson Asset Allocation Strategies LLC | 3,877 | $216,098.63 | $490,886.35 | $274,787.72 | 127.16% |
Molly Crider Walker Asset Management LLC | 2,481 | $254,407.99 | $312,705.24 | $58,297.25 | 22.91% |
David K. Balsdon Harvest Portfolios Group Inc. | 39,737 | $1.89M | $4.98M | $3.09M | 163.74% |
| BPN Brent P. Nicks Strategic Planning Inc. | 2,265 | $230,325.95 | $275,990.25 | $45,664.3 | 19.83% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,619 | $209,602 | $201,630.26 | -$7,971.74 | -3.8% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,861 | $1.37M | $1.76M | $382,782.48 | 27.87% |
Scott Williams Investmark Advisory Group LLC | 2,400 | $244,417.1 | $302,172 | $57,754.9 | 23.63% |
Michael Topley Lansing Street Advisors | 4,056 | $276,416.77 | $513,002.88 | $236,586.11 | 85.59% |
Mark Fiskio Empirical Asset Management LLC | 7,798 | $1.02M | $967,263.92 | -$49,052.19 | -4.83% |
Timothy Gerlach Novem Group | 1,457 | $203,917 | $180,726.28 | -$23,190.72 | -11.37% |
Jim Clark Worth Asset Management LLC | 5,060 | $537,840.54 | $618,686.2 | $80,845.66 | 15.03% |
Daniel Ronan Catalyst Financial Partners LLC | 7,643 | $557,782.55 | $948,610.94 | $390,828.39 | 70.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,562 | $2.04M | $4.75M | $2.71M | 132.47% |
Jeffrey Gilbert Balboa Wealth Partners | 3,892 | $346,688.59 | $481,265.26 | $134,576.67 | 38.82% |
Sean Murray Quantum Financial Advisors LLC | 2,299 | $233,539.83 | $288,352.07 | $54,812.24 | 23.47% |