| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 6,223 | $237,191.12 | $263,481.82 | $26,290.7 | 11.08% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,052 | $70,911.65 | $86,881.68 | $15,970.03 | 22.52% |
John Gorlow Cardiff Park Advisors LLC | 369,260 | $9.34M | $16.34M | $7M | 74.99% |
Kelly Kaczmarczyk Dravo Bay LLC | 285,637 | $8.76M | $12.47M | $3.71M | 42.36% |
Brett Lee Planning Center Inc. | 697,483 | $16.59M | $29.53M | $12.94M | 77.98% |
| FCI Family CFO Inc Family CFO Inc | 6,297 | $154,293.45 | $266,614.98 | $112,321.53 | 72.8% |
Sue Cox BetterWealth LLC | 165,836 | $3.55M | $7.02M | $3.47M | 97.66% |
Allison Tronnes Forum Financial Management LP | 5.64M | $135.15M | $238.92M | $103.78M | 76.79% |
| EM Erin Mccann Simplicity Wealth LLC | 34,852 | $1.15M | $1.48M | $329,964.21 | 28.8% |
Michael Byun SageView Advisory Group LLC | 19,179 | $429,036.22 | $841,382.73 | $412,346.51 | 96.11% |
Kristofer Gray Integrity Financial Corp. /WA | 34 | $990.08 | $1,439.56 | $449.48 | 45.4% |
Lincoln Bach Delap Wealth Advisory LLC | 199,108 | $6.08M | $8.43M | $2.35M | 38.64% |
Sean Murray Quantum Financial Advisors LLC | 482,001 | $13.45M | $20.41M | $6.96M | 51.73% |
Edward Lowndes Angeles Wealth Management LLC | 1,040 | $41,017.6 | $44,033.6 | $3,016 | 7.35% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 372,300 | $9.31M | $15.76M | $6.45M | 69.27% |
Vito Collacuro Sutton Place Investors LLC | 8,995 | $249,085.7 | $380,848.3 | $131,762.6 | 52.9% |
William Cantus Pacific Sage Partners LLC | 261,382 | $7.03M | $11.07M | $4.04M | 57.4% |
CJ Harrison DecisionPoint Financial LLC | 3,642 | $114,756.28 | $154,202.28 | $39,446 | 34.37% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 101,599 | $2.64M | $4.3M | $1.66M | 62.93% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 35,225 | $1.01M | $1.55M | $531,868.58 | 52.48% |