| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Halverson Great Waters Wealth Management | 4,090 | $243,980.01 | $239,265 | -$4,715.01 | -1.93% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 309,371 | $15.08M | $18.19M | $3.11M | 20.62% |
Paul L. Moffat Arista Wealth Management LLC | 12,531 | $575,428.43 | $729,554.82 | $154,126.39 | 26.78% |
| THL Team Hewins LLC Team Hewins LLC | 5,067 | $223,150.68 | $293,556.64 | $70,405.96 | 31.55% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 14,611 | $699,136.35 | $856,642.93 | $157,506.58 | 22.53% |
Neil Christ Oak Hill Wealth Advisors LLC | 280,071 | $12.33M | $16.36M | $4.03M | 32.65% |
David Bach River Street Advisors LLC | 105,475 | $6.3M | $6.16M | -$134,481.89 | -2.14% |
Moises Valladares Insigneo Advisory Services LLC | 14,461 | $711,213.06 | $837,942.64 | $126,729.58 | 17.82% |
John Canning Mi LLCreek Capital Advisors LLC | 18,491 | $834,422.13 | $1.08M | $242,123.89 | 29.02% |
David Stevens Stevens Capital Partners | 20,651 | $1.01M | $1.21M | $199,613.39 | 19.83% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,153 | $222,358.98 | $300,986.73 | $78,627.75 | 35.36% |
Dana Anspach Sensible Money LLC | 6,190 | $348,429.93 | $363,910.1 | $15,480.17 | 4.44% |
Scott Highmark Mosaic Family Wealth Partners LLC | 206,985 | $9.15M | $12.04M | $2.89M | 31.55% |
Scott Paschal Financial Partners Group LLC | 7,119 | $352,106 | $417,636.13 | $65,530.13 | 18.61% |
Stephen K. Hassell Hassell Wealth Management LLC | 39,886 | $1.85M | $2.31M | $465,241.41 | 25.17% |
Brendan G. Moody Watershed Private Wealth LLC | 177,470 | $8.81M | $10.44M | $1.63M | 18.49% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 9,296 | $387,567.87 | $545,349.84 | $157,781.97 | 40.71% |
David Cohen Michelson Medical Research Foundation Inc. | 127,630 | $4.98M | $7.41M | $2.43M | 48.85% |
Robert B. LaRue Owen LaRue LLC | 10,725 | $581,080.5 | $626,500.87 | $45,420.37 | 7.82% |
| KLM Kate L. Miller STAR Financial Bank | 3,659 | $218,406 | $215,076.02 | -$3,329.98 | -1.52% |