| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 6,491 | $421,109.9 | $501,170.11 | $80,060.21 | 19.01% |
United Advisor Group LLC United Advisor Group, LLC | 32,426 | $2.13M | $2.5M | $373,611.66 | 17.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 15,610 | $1.02M | $1.21M | $182,962.18 | 17.9% |
Nicole Davis Northwest Financial Advisors | 9,668 | $628,762.79 | $746,466.28 | $117,703.49 | 18.72% |
Brian Krause Cascade Financial Partners, LLC | 11,608 | $743,144.16 | $896,253.68 | $153,109.52 | 20.6% |
David Millar Gen-Wealth Partners Inc | 7,565 | $503,650.91 | $595,970.7 | $92,319.79 | 18.33% |
Teresa Coleman Creekside Partners | 5,497 | $349,153.57 | $424,423.37 | $75,269.8 | 21.56% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 2,618 | $201,671 | $202,135.78 | $464.78 | 0.23% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 4,400 | $297,748 | $339,724 | $41,976 | 14.1% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 64 | $4,930 | $4,941.44 | $11.44 | 0.23% |