| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,079 | $687,204.86 | $691,522.75 | $4,317.89 | 0.63% |
| MB Matthieu Balmer Climber Capital SA | 12,660 | $712,504.8 | $722,949.3 | $10,444.5 | 1.47% |
Jonathan Chatfield LM Advisors LLC | 959 | $54,528.74 | $54,763.69 | $234.95 | 0.43% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 53,378 | $3.08M | $3.05M | -$35,869.11 | -1.16% |
Columbia Bank Columbia Bank | 81,426 | $4.61M | $4.65M | $36,967.86 | 0.8% |
| WL Wealthcollab LLC WealthCollab, LLC | 46,376 | $2.67M | $2.65M | -$19,854.06 | -0.74% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 48,250 | $2.74M | $2.75M | $17,122.46 | 0.63% |
Michael Dziura Westfuller Advisors, LLC | 69,064 | $3.97M | $3.94M | -$29,404.17 | -0.74% |
Bruce Barton Parkworth Wealth Management, Inc. | 41 | $2,348.64 | $2,340.07 | -$8.57 | -0.36% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 14,212 | $797,308.53 | $811,220.96 | $13,912.43 | 1.74% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 15,806 | $905,368 | $904,893.5 | -$474.5 | -0.05% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 4,727 | $273,762.74 | $269,958.97 | -$3,803.77 | -1.39% |
Bryan Buchert Kera Capital Partners Inc. | 6,203 | $352,703 | $354,253.33 | $1,550.33 | 0.44% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 28,285 | $1.58M | $1.62M | $33,556.37 | 2.12% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 15,232 | $870,267.54 | $869,899.52 | -$368.02 | -0.04% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 6,336 | $361,354.98 | $363,306.24 | $1,951.26 | 0.54% |
Mark Albers Verus Wealth Management LLC | 6,550 | $365,097 | $374,070.5 | $8,973.5 | 2.46% |
Elyxium Wealth LLC Elyxium Wealth LLC | 4,333 | $251,790.44 | $247,500.96 | -$4,289.48 | -1.7% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 1,793 | $102,911.26 | $102,425.12 | -$486.14 | -0.47% |
Heather Scully NWF Advisory Services Inc. | 15,960 | $894,168.57 | $911,715 | $17,546.43 | 1.96% |