| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sharon Allen Sterling Wealth Management, Inc. | 4,429 | $382,781.34 | $591,847.27 | $209,065.93 | 54.62% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 81,227 | $7.62M | $10.82M | $3.2M | 41.91% |
Jennifer Lutz Trademark Financial Management, LLC | 30,132 | $2.85M | $4.02M | $1.17M | 40.96% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 11,416 | $990,790.73 | $1.52M | $531,304.55 | 53.62% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 5,501 | $510,118.06 | $733,448.33 | $223,330.27 | 43.78% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 217 | $21,519.47 | $28,902.23 | $7,382.76 | 34.31% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 7,681 | $682,284.27 | $1.02M | $340,748.12 | 49.94% |
David Quinn Pine Harbor Wealth Management, LLC | 12,372 | $1.26M | $1.65M | $390,188.86 | 31.03% |
| WL Wealthcollab LLC WealthCollab, LLC | 16,380 | $1.42M | $2.18M | $757,725.48 | 53.2% |
Ian Jameson American Capital Advisory, LLC | 302 | $26,021.4 | $40,229.42 | $14,208.02 | 54.6% |
Mark Weiskind Fairway Wealth LLC | 478 | $48,633.16 | $63,674.38 | $15,041.22 | 30.93% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,341 | $594,578.14 | $710,139.36 | $115,561.22 | 19.44% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9,407 | $993,633.99 | $1.25M | $258,625.85 | 26.03% |
Bray Creech Joel Adams & Associates, Inc. | 10,202 | $1.11M | $1.36M | $253,822.94 | 22.97% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 9,735 | $828,059 | $1.3M | $467,961.55 | 56.51% |
Brady Green GGM Financials LLC | 9,429 | $1.06M | $1.26M | $196,657.77 | 18.58% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 12,084 | $1.19M | $1.59M | $404,930.73 | 34.04% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 57,492 | $5.6M | $7.58M | $1.98M | 35.4% |
Sara Beth Stanich Stanich Group LLC | 551,409 | $58.72M | $73.43M | $14.71M | 25.05% |
| HAS Hayley A. Snell LRI Investments, LLC | 4,485 | $443,758.59 | $591,055.72 | $147,297.13 | 33.19% |