| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 26,310 | $1.95M | $2.56M | $615,959.95 | 31.66% |
| ML Maseco LLP Maseco LLP | 27,608 | $2.3M | $2.69M | $384,705.29 | 16.7% |
James V. Thompson Jr. Bulwark Capital Corp | 11,840 | $1M | $1.15M | $148,131.99 | 14.75% |
| LFA Longview Financial Advisors LLC Longview Financial Advisors LLC | 3,701 | $309,596 | $360,292.35 | $50,696.35 | 16.37% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,277 | $106,723.92 | $124,315.95 | $17,592.03 | 16.48% |
Jon Lewis Midwest Trust Co | 747,893 | $63.23M | $72.81M | $9.58M | 15.15% |
Lauren Sterling NerdWallet Wealth Partners LLC | 3,014 | $263,158.45 | $293,412.9 | $30,254.45 | 11.5% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,294 | $95,196.91 | $125,970.9 | $30,773.99 | 32.33% |
| CTC Caldwell Trust Co Caldwell Trust Co | 97,964 | $7.4M | $9.54M | $2.14M | 28.87% |
| FFL Farnam Financial LLC Farnam Financial LLC | 3,115 | $262,476.08 | $303,245.25 | $40,769.17 | 15.53% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,666 | $686,676.45 | $746,285.1 | $59,608.65 | 8.68% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 119,721 | $10.82M | $11.65M | $836,299.88 | 7.73% |
Matthew J. Darcy Seneca Financial Advisors LLC | 4,785 | $389,363.63 | $465,819.75 | $76,456.12 | 19.64% |
Bonnie Courtney Cambridge Financial Group LLC | 36,522 | $2.57M | $3.56M | $985,355.01 | 38.34% |
Vickie Gutierrez American National Bank of Texas | 3,137 | $283,993 | $305,386.95 | $21,393.95 | 7.53% |
| IGL IFS Group LLC IFS Group LLC | 25,924 | $2.28M | $2.52M | $244,973.4 | 10.75% |
Matthew Jenkins GatePass Capital LLC | 4,441 | $326,748.12 | $432,331.35 | $105,583.23 | 32.31% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 1,669 | $149,309 | $162,477.15 | $13,168.15 | 8.82% |
| IA Invested Advisors Invested Advisors | 5,919 | $419,242.62 | $576,214.65 | $156,972.03 | 37.44% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 5,140 | $361,239.47 | $500,379 | $139,139.53 | 38.52% |