| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vantage Point Financial LLC Vantage Point Financial LLC | 104,528 | $5.55M | $5.58M | $33,244.28 | 0.6% |
| TJ Tyler Johnson Wealth Advisors Northwest LLC | 382,291 | $20.66M | $20.35M | -$304,306.17 | -1.47% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 123 | $6,820.4 | $6,565.74 | -$254.66 | -3.73% |
SageOak Financial LLC SageOak Financial LLC | 139,121 | $7.41M | $7.41M | -$4,645.45 | -0.06% |
| LH Lyle Hershey Master's Wealth Management Inc. | 13,084 | $698,071.29 | $701,040.72 | $2,969.43 | 0.43% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,510 | $82,008.75 | $80,709.5 | -$1,299.25 | -1.58% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 10 | $524.2 | $535.8 | $11.6 | 2.21% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 1.34M | $73.91M | $71.47M | -$2.44M | -3.3% |
Winnow Wealth LLC Winnow Wealth LLC | 6,027 | $329,522 | $320,901.59 | -$8,620.41 | -2.62% |