| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott K Sprinkle Sprinkle Financial Consultants LLC | 5,239 | $323,104.62 | $461,267.75 | $138,163.13 | 42.76% |
Jennifer Lutz Trademark Financial Management, LLC | 6,658 | $445,581.49 | $586,203.61 | $140,622.12 | 31.56% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,655 | $109,074.74 | $145,615.17 | $36,540.43 | 33.5% |
Bruce Barton Parkworth Wealth Management, Inc. | 2,160 | $142,842.04 | $190,425.6 | $47,583.56 | 33.31% |
Holly Breeden Fort Vancouver Investment Management, LLC | 703 | $46,520.87 | $61,726.91 | $15,206.04 | 32.69% |
FMB Wealth Management FMB Wealth Management | 11,581 | $658,784.05 | $1.02M | $357,159.17 | 54.21% |
Lyn Dippel Curio Wealth LLC | 2,576 | $179,138.2 | $225,477.28 | $46,339.08 | 25.87% |
| DC David Cantor LongView Asset Management LLC | 38,669 | $2.56M | $3.38M | $826,489.07 | 32.32% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 4,878 | $320,970.07 | $426,483.54 | $105,513.47 | 32.87% |
| KV Katherine Vessenes Vestment Financial LLC | 26,459 | $1.79M | $2.31M | $518,699.96 | 28.94% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 8,635 | $570,584.53 | $754,224.07 | $183,639.54 | 32.18% |
| ML Maseco LLP Maseco LLP | 1.29M | $95.59M | $113.1M | $17.51M | 18.31% |