| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 2,399 | $249,714.83 | $312,409.77 | $62,694.94 | 25.11% |
Janice M. Powell Diversify Advisory Services, LLC | 1,553 | $206,206 | $200,686.42 | -$5,519.58 | -2.68% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1,553 | $206,206 | $200,686.42 | -$5,519.58 | -2.68% |
Teresa Coleman Creekside Partners | 5,587 | $582,311.91 | $730,220.9 | $147,908.99 | 25.4% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 200 | $21,772.32 | $25,995 | $4,222.68 | 19.39% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 2,775 | $302,094.28 | $358,599.37 | $56,505.09 | 18.7% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 1,775 | $193,987.21 | $226,188.25 | $32,201.04 | 16.6% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 177 | $19,803.72 | $23,034.78 | $3,231.06 | 16.32% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 42,660 | $4.65M | $5.55M | $902,719.38 | 19.42% |