| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Miller Trellis Wealth Advisors LLC | 24,945 | $1.33M | $2M | $671,254.16 | 50.42% |
Andy Bloom MB Generational Wealth, LLC | 19,791 | $1.07M | $1.59M | $526,854.03 | 49.4% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 3,715 | $224,813.14 | $299,076.07 | $74,262.93 | 33.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,747 | $320,674 | $380,661.93 | $59,987.93 | 18.71% |
Jennifer Lutz Trademark Financial Management, LLC | 10,321 | $606,439.57 | $830,892.1 | $224,452.53 | 37.01% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,159 | $139,833.97 | $173,130.21 | $33,296.24 | 23.81% |
Bruce Barton Parkworth Wealth Management, Inc. | 1,007 | $56,270.5 | $80,756.36 | $24,485.86 | 43.51% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 1.98M | $147.14M | $158.74M | $11.6M | 7.88% |
FMB Wealth Management FMB Wealth Management | 5,529 | $373,501 | $442,955.83 | $69,454.83 | 18.6% |
Mark Albers Verus Wealth Management LLC | 5,300 | $379,215 | $424,609.5 | $45,394.5 | 11.97% |
Lyn Dippel Curio Wealth LLC | 746 | $53,785.06 | $59,280.89 | $5,495.83 | 10.22% |
| DC David Cantor LongView Asset Management LLC | 55,229 | $3.08M | $4.39M | $1.31M | 42.72% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 3,894 | $218,330 | $309,125.19 | $90,795.19 | 41.59% |
| KV Katherine Vessenes Vestment Financial LLC | 16,111 | $995,911.04 | $1.28M | $285,638.45 | 28.68% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 4,175 | $232,463.83 | $332,100.37 | $99,636.54 | 42.86% |
Cole Dimond Caliber Wealth Management LLC / KS | 3,446 | $233,011.79 | $274,542.82 | $41,531.03 | 17.82% |
| ML Maseco LLP Maseco LLP | 701,841 | $51.69M | $55.94M | $4.26M | 8.24% |