| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 14,238 | $766,993.45 | $761,448.24 | -$5,545.21 | -0.72% |
| PIL PFG Investments LLC PFG Investments LLC | 6,429 | $341,263 | $342,440.68 | $1,177.68 | 0.35% |
Jacob Going Alpine Bank Wealth Management | 22,676 | $1.13M | $1.23M | $90,866.73 | 8.01% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 8,331 | $424,279.06 | $443,334.16 | $19,055.1 | 4.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 60,254 | $3.15M | $3.23M | $87,625.55 | 2.79% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 46,628 | $2.44M | $2.49M | $43,151.35 | 1.77% |
James Rankin Modern Wealth Management, LLC | 25,587 | $1.36M | $1.36M | $6,396.71 | 0.47% |
Menachem Striks Morton Capital Management LLC/CA | 12,626 | $508,828 | $675,238.48 | $166,410.48 | 32.7% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,363 | $211,370.92 | $234,074.95 | $22,704.03 | 10.74% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 36,302 | $1.81M | $1.95M | $131,790.73 | 7.27% |
Tammy Trenta FF Advisors,LLC | 5,883 | $267,582.99 | $316,387.74 | $48,804.75 | 18.24% |
Nicholas Jeffries M3 Advisory Group, LLC | 7,327 | $355,290.45 | $391,847.96 | $36,557.51 | 10.29% |
Michael Bailey MGB Wealth Management, LLC | 1,663 | $76,485.49 | $89,161.74 | $12,676.25 | 16.57% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 74,845 | $3.19M | $3.99M | $795,729.87 | 24.92% |
Brian Krause Cascade Financial Partners, LLC | 91,846 | $4.33M | $4.92M | $583,681.41 | 13.47% |
Lee Larson Everstar Asset Management, LLC | 4,555 | $228,661 | $244,398.52 | $15,737.52 | 6.88% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 51 | $2,520 | $2,744.05 | $224.05 | 8.89% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 741 | $36,613 | $39,706.48 | $3,093.48 | 8.45% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 6,452 | $347,569.15 | $343,504.48 | -$4,064.67 | -1.17% |
Maggie Hartness Legacy Wealth Management LLC / MS | 4,706 | $232,523 | $250,500.38 | $17,977.38 | 7.73% |