| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Farrell Financial LLC Farrell Financial LLC | 62,205 | $3M | $3.09M | $88,498.08 | 2.95% |
David Archibald Squire Investment Management Company, LLC | 98,561 | $4.79M | $4.89M | $101,007.14 | 2.11% |
Andrew Bowers BridgePort Financial Solutions, LLC | 11,145 | $550,609.16 | $553,293.52 | $2,684.36 | 0.49% |
Carmen McClennon WR Wealth Planners, LLC | 175 | $8,381 | $8,685.95 | $304.95 | 3.64% |
Matthew Richmond Richmond Investment Services, LLC | 10,885 | $546,608.11 | $540,332.49 | -$6,275.62 | -1.15% |
David A Rozenson Fairscale Capital, LLC | 30 | $1,484 | $1,489.35 | $5.35 | 0.36% |
Holly Breeden Fort Vancouver Investment Management, LLC | 126,753 | $6.19M | $6.29M | $106,266.47 | 1.72% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 12,137 | $591,279.43 | $602,541.36 | $11,261.93 | 1.9% |
| TAL TPG Advisors LLC TPG Advisors LLC | 17,097 | $854,439.94 | $848,780.56 | -$5,659.38 | -0.66% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 206,411 | $10.22M | $10.24M | $20,513.64 | 0.2% |
Jackie Berry Hershey Financial Advisers, LLC | 15,507 | $764,025.51 | $769,767.48 | $5,741.97 | 0.75% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 15 | $726.56 | $744.51 | $17.95 | 2.47% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 66,516 | $3.34M | $3.3M | -$39,965.68 | -1.2% |
Teresa Coleman Creekside Partners | 8,152 | $395,779.8 | $404,616.37 | $8,836.57 | 2.23% |
David Levy Diversified Enterprises LLC | 9,236 | $458,158.81 | $458,419.62 | $260.81 | 0.06% |
Seneschal Advisors LLC Seneschal Advisors LLC | 29,058 | $1.46M | $1.44M | -$17,265.63 | -1.18% |
Steve Solano Global Wealth Management LLC | 130,880 | $6.54M | $6.5M | -$41,358.08 | -0.63% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 6,508 | $313,100.2 | $322,992.04 | $9,891.84 | 3.16% |
FMB Wealth Management FMB Wealth Management | 22,140 | $1.08M | $1.1M | $18,297.95 | 1.69% |
Aldis Birkans Bank of Jackson Hole Trust | 4,567 | $221,134.59 | $226,660.21 | $5,525.62 | 2.5% |