| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ela Avant Financial Advisors LLC | 20,080 | $712,439 | $1.12M | $412,543 | 57.91% |
Cole Dimond Caliber Wealth Management LLC / KS | 190,541 | $8.16M | $10.76M | $2.6M | 31.87% |
Nicole Reese WPG Advisers LLC | 6 | $299 | $336.96 | $37.96 | 12.7% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 22,436 | $889,262.03 | $1.26M | $375,679.65 | 42.25% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 156,917 | $5.57M | $8.8M | $3.23M | 58.09% |
Maseco LLP Maseco LLP | 1M | $42.94M | $56.69M | $13.75M | 32.02% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 22,729 | $806,425 | $1.29M | $483,673.04 | 59.98% |
Jon Lewis Midwest Trust Co | 21,856 | $1.06M | $1.23M | $172,922.64 | 16.32% |
Lauren Sterling NerdWallet Wealth Partners LLC | 18,783 | $1.01M | $1.05M | $37,659.57 | 3.71% |
Molly Wheeler Burk Holdings LLC | 92,852 | $3.4M | $5.24M | $1.84M | 54% |
Adam Scott Argyle Capital Partners LLC | 10,194 | $541,430.73 | $578,764.35 | $37,333.62 | 6.9% |
Caldwell Trust Co Caldwell Trust Co | 4,134 | $146,674 | $233,116.26 | $86,442.26 | 58.93% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 4,566 | $211,324.91 | $259,166.16 | $47,841.25 | 22.64% |
Michael Behner Nautilus Advisors LLC | 47,431 | $1.91M | $2.69M | $783,129.64 | 41.02% |
Bonnie Courtney Cambridge Financial Group LLC | 69,345 | $2.76M | $3.94M | $1.17M | 42.53% |
Sarah Byrd Alpha Advisors LLC/VA | 120,446 | $4.92M | $6.74M | $1.82M | 36.92% |