| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAM Clark Asset Management LLC Clark Asset Management LLC | 26,599 | $670,827 | $662,049.11 | -$8,777.89 | -1.31% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 6,066 | $150,437 | $150,982.74 | $545.74 | 0.36% |
| RM Rich Mowrer Brookwood Investment Group LLC | 9,652 | $243,290.05 | $240,238.28 | -$3,051.77 | -1.25% |
Cole Dimond Caliber Wealth Management LLC / KS | 23,964 | $603,885.44 | $596,463.96 | -$7,421.48 | -1.23% |
Nicole Reese WPG Advisers LLC | 14,654 | $374,770.81 | $364,738.06 | -$10,032.75 | -2.68% |
Tyler Rudek Heritage Wealth Architects Inc. | 13,005 | $322,560.62 | $323,694.45 | $1,133.83 | 0.35% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 37,388 | $940,138.05 | $930,587.32 | -$9,550.73 | -1.02% |
| CTC Caldwell Trust Co Caldwell Trust Co | 9,362 | $278,945.67 | $233,020.18 | -$45,925.49 | -16.46% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4,986 | $124,333.19 | $124,500.42 | $167.23 | 0.13% |
Manske Wealth Management Manske Wealth Management | 56,992 | $1.45M | $1.42M | -$34,875.86 | -2.4% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1 | $25 | $24.89 | -$0.11 | -0.44% |