| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott K Sprinkle Sprinkle Financial Consultants LLC | 6,475 | $201,360.1 | $210,858.37 | $9,498.27 | 4.72% |
Angela Mari Abich Financial Wealth Management LLC | 159 | $4,182 | $5,169.09 | $987.09 | 23.6% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 10,995 | $259,000.08 | $359,866.35 | $100,866.27 | 38.94% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,413 | $43,944 | $45,950.76 | $2,006.76 | 4.57% |
Kevin Kuhn Kuhn & Co Investment Counsel | 45,507 | $1.04M | $1.49M | $446,752.95 | 42.95% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 1.01M | $24.57M | $32.75M | $8.17M | 33.26% |
Stephanie Ternes Wealth Forward, LLC | 619,404 | $13.84M | $20.2M | $6.36M | 45.96% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 704 | $19,607 | $22,936.32 | $3,329.32 | 16.98% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 57,851 | $1.59M | $1.89M | $301,984.17 | 19.02% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 64,900 | $1.04M | $2.11M | $1.07M | 103.13% |
| WL Wealthcollab LLC WealthCollab, LLC | 8,157 | $221,952.46 | $265,591.92 | $43,639.46 | 19.66% |
Mark Weiskind Fairway Wealth LLC | 4,932 | $116,444.17 | $160,881.84 | $44,437.67 | 38.16% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,085 | $62,308.81 | $67,929.3 | $5,620.49 | 9.02% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 75 | $2,033.4 | $2,433.75 | $400.35 | 19.69% |
Andrew Panko Tenon Financial LLC | 22,133 | $688,359.95 | $721,093.14 | $32,733.19 | 4.76% |
James J. Karabas Embree Financial Group | 17,279 | $362,676.99 | $563,122.61 | $200,445.62 | 55.27% |
Janice M. Powell Diversify Advisory Services, LLC | 10,628 | $336,273 | $345,888.26 | $9,615.26 | 2.86% |
Brady Green GGM Financials LLC | 1,166 | $36,276 | $37,999.94 | $1,723.94 | 4.75% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 9,992 | $278,277 | $325,539.36 | $47,262.36 | 16.98% |
Beth Steinhaus Breakwater Investment Management | 5,388 | $125,150.88 | $175,110 | $49,959.12 | 39.92% |