| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 8,450 | $481,432.18 | $593,147.75 | $111,715.57 | 23.2% |
Katherine Stoner Empower Advisory Group, LLC | 4,065 | $253,755.19 | $283,330.5 | $29,575.31 | 11.66% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 561 | $29,459 | $39,449.52 | $9,990.52 | 33.91% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,872 | $254,797.94 | $272,085.44 | $17,287.5 | 6.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,181 | $144,774.95 | $154,480.23 | $9,705.28 | 6.7% |
Dina Fliss Global View Capital Management LLC | 4,498 | $301,950.41 | $316,293.96 | $14,343.55 | 4.75% |
Matthew J. Syverson Sound Stewardship, LLC | 4,490 | $220,184.43 | $313,177.5 | $92,993.07 | 42.23% |
| KS Kristi Shields ROGCO, LP | 319 | $19,521.7 | $22,250.25 | $2,728.55 | 13.98% |
Derek Ripp Austin Wealth Management, LLC | 5,061 | $281,385.97 | $355,883.45 | $74,497.48 | 26.48% |
Christian J. Cyr Cyr Financial Inc. | 8,471 | $530,027.73 | $595,257.17 | $65,229.44 | 12.31% |
Tammy Trenta FF Advisors,LLC | 3,235 | $200,667 | $227,481.32 | $26,814.32 | 13.36% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 515 | $34,052 | $36,199.35 | $2,147.35 | 6.31% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2 | $113 | $139.03 | $26.03 | 23.04% |
Brian Krause Cascade Financial Partners, LLC | 40,368 | $2.39M | $2.81M | $427,647.12 | 17.92% |
Bruce Barton Parkworth Wealth Management, Inc. | 151 | $8,832.1 | $10,614.54 | $1,782.44 | 20.18% |
Brandt Sakakeeny Rockingstone Advisors LLC | 9,954 | $498,550.7 | $699,965.28 | $201,414.58 | 40.4% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,174 | $213,560 | $224,687.46 | $11,127.46 | 5.21% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 33,760 | $2.16M | $2.37M | $215,647.81 | 10% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 3,488 | $202,181.45 | $243,780.51 | $41,599.06 | 20.58% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 12 | $703.33 | $834.06 | $130.73 | 18.59% |