| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 13,295 | $919,227.65 | $1.17M | $253,989.62 | 27.63% |
MATTHEW HALL Hill Investment Group Partners, LLC | 26,689 | $1.74M | $2.35M | $615,907.78 | 35.42% |
Carrie Miller Trellis Wealth Advisors LLC | 31,912 | $1.77M | $2.82M | $1.05M | 59.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,543 | $136,586.36 | $135,876.58 | -$709.78 | -0.52% |
James Rankin Modern Wealth Management, LLC | 33,761 | $2.7M | $2.99M | $281,688.63 | 10.42% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 5,245 | $323,632.73 | $464,916.8 | $141,284.07 | 43.66% |
Jennifer Lutz Trademark Financial Management, LLC | 6,365 | $426,207.83 | $564,193.6 | $137,985.77 | 32.38% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,779 | $208,571.59 | $245,260.64 | $36,689.05 | 17.59% |
Bruce Barton Parkworth Wealth Management, Inc. | 2,160 | $142,842.04 | $191,300.4 | $48,458.36 | 33.92% |
Holly Breeden Fort Vancouver Investment Management, LLC | 807 | $55,727 | $71,201.61 | $15,474.61 | 27.77% |
FMB Wealth Management FMB Wealth Management | 11,581 | $658,784.05 | $1.02M | $365,555.4 | 55.49% |
Lyn Dippel Curio Wealth LLC | 2,578 | $179,315.24 | $227,598.73 | $48,283.49 | 26.93% |
| DC David Cantor LongView Asset Management LLC | 38,669 | $2.56M | $3.41M | $854,910.79 | 33.44% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 4,794 | $315,634.24 | $424,844.28 | $109,210.04 | 34.6% |
| KV Katherine Vessenes Vestment Financial LLC | 30,021 | $2.11M | $2.63M | $522,664.44 | 24.83% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 7,608 | $502,677.57 | $671,367.96 | $168,690.39 | 33.56% |
Maseco LLP Maseco LLP | 1.31M | $96.7M | $114.82M | $18.11M | 18.73% |