| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 3,764 | $261,456.17 | $374,103.96 | $112,647.79 | 43.08% |
Kathryn Brown Morton Brown Family Wealth LLC | 194 | $14,462.43 | $18,769.5 | $4,307.07 | 29.78% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,579 | $216,394.6 | $249,518.25 | $33,123.65 | 15.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 85,630 | $6.81M | $8.52M | $1.7M | 24.99% |
| MWM Marion Wealth Management Marion Wealth Management | 8,454 | $604,996.56 | $817,924.5 | $212,927.94 | 35.19% |
W. Travis McKinney HB Wealth Management LLC | 5,784 | $460,189.39 | $559,602 | $99,412.61 | 21.6% |
Kristofer Gray Integrity Financial Corp. /WA | 5,601 | $399,413.68 | $541,896.75 | $142,483.07 | 35.67% |
David T. Morgan High Net Worth Advisory Group LLC | 12,050 | $1.08M | $1.17M | $82,581.5 | 7.62% |
Brian Levy West Wealth Group LLC | 5,963 | $424,466.63 | $588,667.36 | $164,200.73 | 38.68% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,105 | $238,579.57 | $300,408.75 | $61,829.18 | 25.92% |
Timothy Low Forte Asset Management LLC | 3,033 | $268,109.06 | $293,442.75 | $25,333.69 | 9.45% |
Jim Clark Worth Asset Management LLC | 23,586 | $2.08M | $2.28M | $201,048.62 | 9.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,148 | $532,379.19 | $691,569 | $159,189.81 | 29.9% |
James Rukstalis ESG Planning DBA Harper Investing | 3,432 | $276,133.92 | $332,046 | $55,912.08 | 20.25% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 31 | $2,776.36 | $2,999.25 | $222.89 | 8.03% |
CJ Harrison DecisionPoint Financial LLC | 4,500 | $437,040 | $435,375 | -$1,665 | -0.38% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 2,298 | $203,450.23 | $222,331.5 | $18,881.27 | 9.28% |
Rodrigo Diaz Plan Group Financial LLC | 7,354 | $548,153.2 | $711,499.5 | $163,346.3 | 29.8% |
Anu Prabhu Altrius Capital Management Inc. | 2,707 | $169,766.78 | $269,238.22 | $99,471.44 | 58.59% |
Rachel Faulk Cape Investment Advisory Inc. | 6,335 | $567,333.38 | $612,911.25 | $45,577.87 | 8.03% |