| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 38,795 | $2.19M | $2.43M | $244,716.58 | 11.18% |
| CB Catherine Bluvol Next Level Private LLC | 3,861 | $238,339.85 | $244,937.98 | $6,598.13 | 2.77% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12,967 | $808,680.28 | $803,435.32 | -$5,244.96 | -0.65% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 38,795 | $2.19M | $2.38M | $191,102.23 | 8.73% |
| AH Amanda Holloway Illumine Investment Management LLC | 24,529 | $1.56M | $1.51M | -$59,824.78 | -3.82% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 36,059 | $2.16M | $2.21M | $53,310.03 | 2.47% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 38,932 | $2.12M | $2.39M | $273,657.69 | 12.94% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 3,698 | $226,632 | $234,597.42 | $7,965.42 | 3.51% |