| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 2,399 | $249,714.83 | $317,627.58 | $67,912.75 | 27.2% |
Janice M. Powell Diversify Advisory Services, LLC | 1,553 | $206,206 | $208,279.21 | $2,073.21 | 1.01% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1,553 | $206,206 | $205,617.18 | -$588.82 | -0.29% |
Teresa Coleman Creekside Partners | 5,587 | $582,311.91 | $739,718.74 | $157,406.83 | 27.03% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 200 | $21,772.32 | $26,480 | $4,707.68 | 21.62% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 2,775 | $302,094.28 | $372,166.66 | $70,072.38 | 23.2% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 1,773 | $193,741.37 | $234,745.18 | $41,003.81 | 21.16% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 177 | $19,803.72 | $23,434.8 | $3,631.08 | 18.34% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 42,660 | $4.65M | $5.65M | $1M | 21.52% |