| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 702,119 | $26.65M | $37.58M | $10.94M | 41.05% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 52,418 | $1.83M | $2.82M | $992,733.65 | 54.31% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 4,254 | $219,889 | $228,907.74 | $9,018.74 | 4.1% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 6,532 | $276,732.25 | $338,226.96 | $61,494.71 | 22.22% |
Brian Distler Lakeridge Wealth Management LLC | 7,268 | $242,199.04 | $376,337.04 | $134,138 | 55.38% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 377,167 | $15.16M | $19.53M | $4.37M | 28.78% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 5,554 | $184,670.67 | $287,586.12 | $102,915.45 | 55.73% |
Patrick Gaul Oceanside Advisors LLC | 28,332 | $971,797.34 | $1.47M | $495,233.62 | 50.96% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,106 | $583,049.35 | $701,564.18 | $118,514.83 | 20.33% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 88,464 | $2.94M | $4.58M | $1.64M | 55.73% |
Ashley Meredith Abel Hall, LLC | 175,068 | $5.83M | $9.07M | $3.24M | 55.53% |
Mark VanderPol VanderPol Investments L.L.C. | 13,237 | $501,986.41 | $685,411.86 | $183,425.45 | 36.54% |
David Quinn Pine Harbor Wealth Management, LLC | 6,545 | $217,621 | $350,353.85 | $132,732.85 | 60.99% |
Thaddeus Gilliam Verisail Partners, LLC | 49,025 | $1.99M | $2.54M | $548,037.47 | 27.53% |
Ian Jameson American Capital Advisory, LLC | 188,177 | $6.86M | $9.74M | $2.88M | 41.98% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 19,942 | $870,464.05 | $1.07M | $196,632.37 | 22.59% |
Joel W. Lake Capstone Wealth Management, LLC | 48,381 | $1.98M | $2.51M | $527,624.22 | 26.68% |
Janice M. Powell Diversify Advisory Services, LLC | 1.1M | $56.3M | $58.76M | $2.46M | 4.37% |
Taylor Faw Strathmore Capital Advisors, Inc. | 11,782 | $489,560.38 | $630,690.46 | $141,130.08 | 28.83% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,433 | $93,451.44 | $130,919.73 | $37,468.29 | 40.09% |