| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,254 | $222,747.93 | $271,660.19 | $48,912.26 | 21.96% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 14,980 | $918,463.51 | $1.21M | $295,365.88 | 32.16% |
David Quinn Pine Harbor Wealth Management, LLC | 2,571 | $211,696 | $215,475.51 | $3,779.51 | 1.79% |
Douglas E. Morisoli Fairman Group, LLC | 1,572 | $93,918.3 | $127,379.16 | $33,460.86 | 35.63% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 278,687 | $17.35M | $22.58M | $5.23M | 30.14% |
Ian Jameson American Capital Advisory, LLC | 350 | $21,784.5 | $28,360.5 | $6,576 | 30.19% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 113,731 | $7.41M | $9.46M | $2.05M | 27.72% |
Joel W. Lake Capstone Wealth Management, LLC | 37,544 | $2.44M | $3.04M | $598,865.01 | 24.51% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,361 | $167,938 | $191,311.83 | $23,373.83 | 13.92% |
James J. Karabas Embree Financial Group | 20,553 | $1.25M | $1.67M | $419,709.4 | 33.69% |
Brian Krause Cascade Financial Partners, LLC | 56,436 | $3.52M | $4.57M | $1.06M | 30.04% |
Janice M. Powell Diversify Advisory Services, LLC | 21,938 | $1.78M | $1.83M | $52,299.93 | 2.94% |
Kevyn Hill Hilltop National Bank | 1,109 | $69,135 | $89,862.27 | $20,727.27 | 29.98% |
Taylor Faw Strathmore Capital Advisors, Inc. | 38,129 | $2.48M | $3.18M | $701,757.99 | 28.28% |
Gillian Curran Prospect Financial Group LLC | 7,668 | $493,616.54 | $640,162.98 | $146,546.44 | 29.69% |
Greyson Gibson JDH Wealth Management, LLC | 98,258 | $6.37M | $7.96M | $1.6M | 25.09% |
| HAS Hayley A. Snell LRI Investments, LLC | 251,896 | $15.37M | $20.41M | $5.04M | 32.78% |
Bruce Wheadon Transce3nd, LLC | 296 | $20,622.32 | $23,984.88 | $3,362.56 | 16.31% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 312 | $22,193 | $26,357.76 | $4,164.76 | 18.77% |
Dana Weymouth Painted Porch Advisors LLC | 12,820 | $998,192.78 | $1.04M | $40,611.81 | 4.07% |