| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 292 | $20,799.75 | $21,108.68 | $308.93 | 1.49% |
NICOLE MARTIN Arlington Trust Co LLC | 126,427 | $8.13M | $9.19M | $1.06M | 13% |
David W. Lewis Lewis Asset Management, LLC | 6,266 | $406,482.71 | $456,540.76 | $50,058.05 | 12.31% |
United Advisor Group LLC United Advisor Group, LLC | 32,426 | $2.13M | $2.35M | $222,992.89 | 10.47% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 15,610 | $1.02M | $1.14M | $115,058.68 | 11.26% |
Nicole Davis Northwest Financial Advisors | 9,668 | $628,762.79 | $701,945.14 | $73,182.35 | 11.64% |
Brian Krause Cascade Financial Partners, LLC | 12,138 | $783,970.05 | $884,374.68 | $100,404.63 | 12.81% |
David Millar Gen-Wealth Partners Inc | 7,565 | $503,650.91 | $549,294.65 | $45,643.74 | 9.06% |
Teresa Coleman Creekside Partners | 5,497 | $349,153.57 | $403,067.52 | $53,913.95 | 15.44% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 2,618 | $201,671 | $191,873.22 | -$9,797.78 | -4.86% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 4,400 | $297,748 | $319,704 | $21,956 | 7.37% |
| AS Aryn Sands GK Wealth Management LLC | 17 | $1,219 | $1,236.24 | $17.24 | 1.41% |
Rexford Capital Inc. Rexford Capital Inc. | 64 | $4,930 | $4,656.96 | -$273.04 | -5.54% |