| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 46,300 | $2.02M | $2.61M | $592,242.61 | 29.34% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,185 | $206,440.75 | $292,071.05 | $85,630.3 | 41.48% |
Amir Har-El Savvy Advisors, Inc. | 11,459 | $441,820.76 | $646,173.01 | $204,352.25 | 46.25% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 16,994 | $774,483.3 | $959,651.18 | $185,167.88 | 23.91% |
Taylor Wagner Valued Wealth Advisors LLC | 92 | $4,062 | $5,171.32 | $1,109.32 | 27.31% |
Steven JE Manders BKM Wealth Management, LLC | 4,870 | $231,942.55 | $276,007.25 | $44,064.7 | 19% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,781 | $184,666.12 | $215,517 | $30,850.88 | 16.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 106 | $4,739 | $5,842.72 | $1,103.72 | 23.29% |
Adam Colby Wealth Group Ltd | 13,898 | $611,651.72 | $783,708.22 | $172,056.5 | 28.13% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 700 | $26,250 | $39,238.5 | $12,988.5 | 49.48% |
Ashley Meredith Abel Hall, LLC | 4,285 | $216,864 | $241,095.52 | $24,231.52 | 11.17% |
Jessica Vickery BlueChip Wealth Advisors LLC | 16,006 | $714,183.14 | $907,140.05 | $192,956.91 | 27.02% |
Kayla Tweedy JBR Co Financial Management Inc | 18,087 | $824,856.81 | $1.03M | $207,187.41 | 25.12% |
Michael Stringer Lane & Associates LLC | 63,531 | $2.88M | $3.59M | $714,032.39 | 24.8% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 16,356 | $697,658.64 | $925,258.92 | $227,600.28 | 32.62% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,800 | $170,506.36 | $213,009 | $42,502.64 | 24.93% |
Janice M. Powell Diversify Advisory Services, LLC | 3,777 | $191,153.97 | $212,815.06 | $21,661.09 | 11.33% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 14,127 | $663,599.04 | $781,788.18 | $118,189.14 | 17.81% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,777 | $191,153.97 | $212,777.29 | $21,623.32 | 11.31% |
Nathan Edwards IMG Wealth Management, Inc. | 424 | $18,813 | $23,811.84 | $4,998.84 | 26.57% |