| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Carpenter Cascades Capital Asset Management, LLC | 1,887 | $739,588.93 | $1.39M | $655,149.38 | 88.58% |
Teresa Coleman Creekside Partners | 2,786 | $929,585.54 | $2.05M | $1.12M | 120.17% |
John Quinn Safe Harbor Fiduciary, LLC | 584 | $228,413.9 | $424,924.24 | $196,510.34 | 86.03% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 40 | $25,918.45 | $29,378 | $3,459.55 | 13.35% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 298 | $211,120.85 | $220,347.16 | $9,226.31 | 4.37% |
Taryn Anderson YANKCOM Partnership | 1,956 | $820,648.69 | $1.44M | $618,263.17 | 75.34% |
David Levy Diversified Enterprises LLC | 3,721 | $1.6M | $2.74M | $1.14M | 71.68% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,912 | $722,093.59 | $1.41M | $683,733.09 | 94.69% |
Matthew Riley Hickory Point Bank & Trust | 1,432 | $517,989.22 | $1.05M | $534,852.98 | 103.26% |
Seneschal Advisors LLC Seneschal Advisors LLC | 5 | $2,386 | $3,744.9 | $1,358.9 | 56.95% |
Jared Machen BWM Planning LLC | 194 | $206,948 | $142,694.76 | -$64,253.24 | -31.05% |
Curtis Harrell Tounjian Advisory Partners LLC | 247 | $263,122 | $180,001.25 | -$83,120.75 | -31.59% |
Sherod Bigelow Seros Financial LLC | 201 | $214,045 | $146,118.96 | -$67,926.04 | -31.73% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 3,926 | $1.51M | $2.9M | $1.39M | 92.52% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 727 | $184,549.11 | $534,693.96 | $350,144.85 | 189.73% |
Braden Janowski Fieldview Capital Management LLC | 787 | $838,076 | $578,012.15 | -$260,063.85 | -31.03% |
FMB Wealth Management FMB Wealth Management | 387 | $187,036.08 | $282,103.65 | $95,067.57 | 50.83% |
Bryan Buchert Kera Capital Partners Inc. | 834 | $435,563.63 | $624,649.3 | $189,085.67 | 43.41% |
Triune Financial Partners LLC Triune Financial Partners LLC | 208 | $221,456 | $151,563.36 | -$69,892.64 | -31.56% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 2,224 | $771,821.56 | $1.63M | $860,105.23 | 111.44% |