| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 187,221 | $4.79M | $4.73M | -$55,987.79 | -1.17% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 29,466 | $754,876.26 | $746,373.78 | -$8,502.48 | -1.13% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 13,146 | $336,537.6 | $332,922.45 | -$3,615.15 | -1.07% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,278 | $32,615 | $32,365.35 | -$249.65 | -0.77% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 646 | $16,542.19 | $16,359.95 | -$182.24 | -1.1% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 17,391 | $434,597.77 | $440,338.38 | $5,740.61 | 1.32% |
| PCL Payne Capital LLC Payne Capital LLC | 23,556 | $608,917.83 | $596,555.7 | -$12,362.13 | -2.03% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 896 | $22,955 | $22,691.2 | -$263.8 | -1.15% |