| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,300 | $784,754.49 | $982,370 | $197,615.51 | 25.18% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,948 | $300,221.29 | $405,824.88 | $105,603.59 | 35.18% |
David McNeely Darden Wealth Group Inc | 3,903 | $213,455 | $200,731.29 | -$12,723.71 | -5.96% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,403 | $45,117.04 | $71,819.57 | $26,702.53 | 59.19% |
Alan Gilmore Private Wealth Management Group, LLC | 10,902 | $359,087.02 | $566,140.86 | $207,053.84 | 57.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,249 | $295,996.92 | $428,370.57 | $132,373.65 | 44.72% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 25,159 | $840,071.83 | $1.31M | $466,057.65 | 55.48% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 46,504 | $1.51M | $2.41M | $894,798.97 | 59.23% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,961 | $208,337 | $306,037.74 | $97,700.74 | 46.9% |
Columbia Bank Columbia Bank | 20,210 | $1.11M | $1.04M | -$65,076.3 | -5.89% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,562 | $50,078 | $80,810.07 | $30,732.07 | 61.37% |
Ian Jameson American Capital Advisory, LLC | 2,834 | $90,981.52 | $146,489.46 | $55,507.94 | 61.01% |
David Maxey Heritage Family Offices, LLP | 4,733 | $258,848 | $243,063.21 | -$15,784.79 | -6.1% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 25,185 | $1.02M | $1.31M | $284,723.96 | 27.83% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 23,281 | $1.08M | $1.19M | $109,753.32 | 10.14% |
Janice M. Powell Diversify Advisory Services, LLC | 17,403 | $951,770.07 | $900,518.23 | -$51,251.84 | -5.38% |
Brady Green GGM Financials LLC | 2,238 | $99,156.04 | $114,753.45 | $15,597.41 | 15.73% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 12,015 | $531,887.88 | $623,938.95 | $92,051.07 | 17.31% |
Sara Beth Stanich Stanich Group LLC | 148,907 | $5.31M | $7.59M | $2.28M | 42.9% |
David Millar Gen-Wealth Partners Inc | 4,387 | $156,991.29 | $224,087.96 | $67,096.67 | 42.74% |