| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 12,753 | $625,456.46 | $907,736.86 | $282,280.4 | 45.13% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 5,011 | $294,560.26 | $356,883.42 | $62,323.16 | 21.16% |
Jill Batley Gateway Wealth Partners LLC | 8,900 | $588,472 | $633,858 | $45,386 | 7.71% |
Courtney Holt Compound Planning, Inc. | 8,649 | $491,511.52 | $615,808.8 | $124,297.28 | 25.29% |
Katherine Stoner Empower Advisory Group, LLC | 4,065 | $253,755.19 | $289,428 | $35,672.81 | 14.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 561 | $29,459 | $39,870.27 | $10,411.27 | 35.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,821 | $251,008.2 | $271,558.47 | $20,550.27 | 8.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,806 | $108,178.03 | $125,246.1 | $17,068.07 | 15.78% |
Dina Fliss Global View Capital Management LLC | 3,943 | $260,711 | $280,229.01 | $19,518.01 | 7.49% |
Matthew J. Syverson Sound Stewardship, LLC | 4,490 | $220,184.43 | $318,812.45 | $98,628.02 | 44.79% |
| KS Kristi Shields ROGCO, LP | 319 | $19,521.7 | $22,671.33 | $3,149.63 | 16.13% |
Derek Ripp Austin Wealth Management, LLC | 5,036 | $279,528.22 | $357,908.52 | $78,380.3 | 28.04% |
Christian J. Cyr Cyr Financial Inc. | 9,242 | $574,877.64 | $656,335.42 | $81,457.78 | 14.17% |
Tammy Trenta FF Advisors,LLC | 3,235 | $200,667 | $229,846.75 | $29,179.75 | 14.54% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 515 | $34,052 | $36,528.95 | $2,476.95 | 7.27% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2 | $113 | $142.01 | $29.01 | 25.67% |
Brian Krause Cascade Financial Partners, LLC | 40,367 | $2.39M | $2.87M | $479,725.14 | 20.1% |
Bruce Barton Parkworth Wealth Management, Inc. | 151 | $8,832.1 | $10,710.43 | $1,878.33 | 21.27% |
Brandt Sakakeeny Rockingstone Advisors LLC | 9,954 | $498,550.7 | $689,115.42 | $190,564.72 | 38.22% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,174 | $213,560 | $225,131.82 | $11,571.82 | 5.42% |