| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 2,869 | $293,183.11 | $281,219.38 | -$11,963.73 | -4.08% |
Chad Soukup jvl associates LLC | 2,758 | $252,075.74 | $268,654.85 | $16,579.11 | 6.58% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 158,040 | $14.54M | $15.47M | $929,832.46 | 6.39% |
Thomas Mason Mason & Associates Inc. | 8,658 | $730,037.06 | $841,000.02 | $110,962.96 | 15.2% |
Kristofer Gray Integrity Financial Corp. /WA | 2,371 | $212,417.89 | $230,132.82 | $17,714.93 | 8.34% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 246 | $21,601.05 | $23,785.74 | $2,184.69 | 10.11% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,108 | $215,416.52 | $204,212.5 | -$11,204.02 | -5.2% |
Molly Crider Walker Asset Management LLC | 22,750 | $1.77M | $2.2M | $429,249.8 | 24.2% |
Mark Fiskio Empirical Asset Management LLC | 6,453 | $585,061.69 | $623,714.71 | $38,653.02 | 6.61% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,068 | $863,389.01 | $781,587.5 | -$81,801.51 | -9.47% |
Daniel Ronan Catalyst Financial Partners LLC | 6,033 | $609,209.41 | $583,210.11 | -$25,999.3 | -4.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,112 | $2.78M | $3.01M | $235,153.58 | 8.46% |
Lincoln Bach Delap Wealth Advisory LLC | 4,254 | $407,086.55 | $414,850.08 | $7,763.53 | 1.91% |
Matthew Heller Willner & Heller LLC | 3,508 | $399,959.23 | $341,398.56 | -$58,560.67 | -14.64% |
Craig Johnsen Fortitude Advisory Group LLC | 5,707 | $586,542.57 | $552,894.16 | -$33,648.41 | -5.74% |
Jeffrey Gilbert Balboa Wealth Partners | 2,623 | $221,784.13 | $253,451.57 | $31,667.44 | 14.28% |
Edward Lowndes Angeles Wealth Management LLC | 7,009 | $615,333.17 | $678,542.69 | $63,209.52 | 10.27% |
Kevin Zemann WealthPlan Investment Management LLC | 6,515 | $570,356.17 | $631,173.2 | $60,817.03 | 10.66% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,377 | $292,271.11 | $327,535.23 | $35,264.12 | 12.07% |
| TL Tradewinds LLC Tradewinds LLC | 4,118 | $348,371.48 | $400,825.53 | $52,454.05 | 15.06% |