| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 12,125 | $838,638.1 | $1.08M | $242,366.27 | 28.9% |
W. Travis McKinney HB Wealth Management LLC | 11,150 | $913,310.84 | $997,925 | $84,614.16 | 9.26% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,519 | $299,434.49 | $317,871.27 | $18,436.78 | 6.16% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 49,110 | $3.37M | $4.43M | $1.06M | 31.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 352 | $31,331.52 | $31,447.68 | $116.16 | 0.37% |
Dalila Toledo Ascent Group LLC | 13,095 | $1.01M | $1.17M | $158,721.5 | 15.69% |
| EM Erin Mccann Simplicity Wealth LLC | 97,096 | $6.59M | $8.66M | $2.06M | 31.27% |
Michael Byun SageView Advisory Group LLC | 16,925 | $1.36M | $1.51M | $156,897.31 | 11.56% |
Owen Schrum Schrum Private Wealth Management LLC | 5,653 | $436,333.98 | $505,717.38 | $69,383.4 | 15.9% |
James Peterson Nearwater Capital Markets Ltd. | 300,000 | $26.7M | $26.82M | $121,500 | 0.46% |
Kristofer Gray Integrity Financial Corp. /WA | 2,256 | $200,806.56 | $202,306.8 | $1,500.24 | 0.75% |
Timothy Low Forte Asset Management LLC | 7,125 | $571,211.25 | $636,298.12 | $65,086.87 | 11.39% |
Jim Clark Worth Asset Management LLC | 83,575 | $7.62M | $7.47M | -$152,106.5 | -2% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,179 | $287,891.31 | $374,020.5 | $86,129.19 | 29.92% |
Lincoln Bach Delap Wealth Advisory LLC | 274,303 | $19M | $24.5M | $5.5M | 28.93% |
Edward Lowndes Angeles Wealth Management LLC | 13,983 | $906,493.31 | $1.25M | $344,565.7 | 38.01% |
Lori Fernicola Castle Wealth Management LLC | 3,222 | $205,112.52 | $291,075.48 | $85,962.96 | 41.91% |
Jeffrey Jones Cypress Financial Planning LLC | 3,721 | $331,206.22 | $332,713.21 | $1,506.99 | 0.46% |
Mark Mowrey Signature Resources Capital Management LLC | 66 | $5,516 | $5,902.38 | $386.38 | 7% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 85,711 | $5.51M | $7.64M | $2.14M | 38.77% |