| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Barton Parkworth Wealth Management, Inc. | 2,506 | $127,674.45 | $129,560.2 | $1,885.75 | 1.48% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,655 | $238,942.06 | $240,663.5 | $1,721.44 | 0.72% |
von Borstel & Associates Inc. von Borstel & Associates Inc. | 17,201 | $892,209.39 | $889,463.71 | -$2,745.68 | -0.31% |
Kathleen Schroeder Babb Wealth Advisors LLC | 25,315 | $1.3M | $1.31M | $12,026.19 | 0.93% |
Lyn Dippel Curio Wealth LLC | 20,814 | $1.09M | $1.08M | -$12,302.36 | -1.13% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 110,544 | $5.7M | $5.72M | $21,828.93 | 0.38% |
Citrine Capital LLC Citrine Capital LLC | 165,210 | $8.45M | $8.54M | $85,931.93 | 1.02% |
| TJ Tyler Johnson Wealth Advisors Northwest LLC | 21,157 | $1.09M | $1.09M | -$430.31 | -0.04% |
| LC Linde Carroll Momentous Wealth Management Inc. | 184,145 | $9.43M | $9.53M | $102,369.14 | 1.09% |
| RFL Rossby Financial LLC Rossby Financial LLC | 8,660 | $453,960.68 | $448,414.8 | -$5,545.88 | -1.22% |
| KV Katherine Vessenes Vestment Financial LLC | 11,192 | $574,216.57 | $579,521.76 | $5,305.19 | 0.92% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,464 | $75,809.93 | $75,805.92 | -$4.01 | -0.01% |
Aspen Capital Management LLC Aspen Capital Management LLC | 7,939 | $414,200.66 | $410,724.16 | -$3,476.5 | -0.84% |
| ML Maseco LLP Maseco LLP | 1.86M | $97.29M | $96.06M | -$1.24M | -1.27% |
Molly Wheeler Burk Holdings LLC | 296 | $15,316 | $15,304.68 | -$11.32 | -0.07% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 49,498 | $2.56M | $2.56M | -$4,640.99 | -0.18% |