| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arlie W. Green Fortress Wealth Management Inc. | 55,930 | $1.33M | $1.38M | $44,184.7 | 3.31% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 4,352 | $101,779.13 | $108,277.76 | $6,498.63 | 6.39% |
Clint Dunn Beaird Harris Wealth Management LLC | 258,386 | $5.97M | $6.38M | $416,937.25 | 6.99% |
Brian Ramsay Wealthspan Partners LLC | 13,197 | $304,374.99 | $326,757.72 | $22,382.73 | 7.35% |
John Gorlow Cardiff Park Advisors LLC | 28,318 | $666,687.13 | $699,879.37 | $33,192.24 | 4.98% |
Gery Sadzewicz Forum Private Client Group LLC | 37,909 | $847,081.49 | $934,077.76 | $86,996.27 | 10.27% |
Allison Tronnes Forum Financial Management LP | 395,886 | $8.38M | $9.78M | $1.4M | 16.76% |
Michael Byun SageView Advisory Group LLC | 76,855 | $1.64M | $1.9M | $260,289.14 | 15.89% |
Kristofer Gray Integrity Financial Corp. /WA | 49 | $1,164.73 | $1,212.5 | $47.77 | 4.1% |
Allison Brooke Blake WorthPointe LLC | 16,305 | $383,980.71 | $403,874.85 | $19,894.14 | 5.18% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 7 | $165.39 | $172.79 | $7.4 | 4.47% |
CJ Harrison DecisionPoint Financial LLC | 194,205 | $4.36M | $4.79M | $428,741.54 | 9.84% |
Janelle Anderson Grand Wealth Management LLC | 218,910 | $4.96M | $5.38M | $426,825.3 | 8.61% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 172,857 | $3.76M | $4.26M | $502,918.13 | 13.37% |
Mark Mowrey Signature Resources Capital Management LLC | 406 | $9,232.44 | $10,028.2 | $795.76 | 8.62% |
Mariana Coli Dunhill Financial LLC | 153 | $3,589 | $3,769.92 | $180.92 | 5.04% |
Rebecca Sierp WPWealth LLP | 54,709 | $1.18M | $1.35M | $170,494.88 | 14.51% |
Christopher D. Rich EnRich Financial Partners LLC | 11,324 | $253,628.81 | $279,419.7 | $25,790.89 | 10.17% |
Lyndsay Goody Onyx Financial Advisors LLC | 441,767 | $9.92M | $10.9M | $981,240.82 | 9.89% |
Jeffrey D. Munjack JDM Financial Group LLC | 350 | $9,208.5 | $8,650.25 | -$558.25 | -6.06% |