| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 33,929 | $1.82M | $2.63M | $808,520.11 | 44.31% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 42,785 | $2.88M | $3.42M | $547,217.2 | 19.03% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 78,184 | $5.26M | $6.07M | $812,087.25 | 15.45% |
Ashley Meredith Abel Hall, LLC | 4,331 | $236,034.84 | $336,128.91 | $100,094.07 | 42.41% |
Darin Pilacinski True Vision MN LLC | 124,107 | $7.39M | $9.63M | $2.24M | 30.31% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,469 | $229,323.63 | $277,554.7 | $48,231.07 | 21.03% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 24,418 | $1.64M | $1.9M | $253,702.98 | 15.46% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 30,881 | $1.8M | $2.4M | $600,016.97 | 33.4% |
Mark VanderPol VanderPol Investments L.L.C. | 26,011 | $1.42M | $2.02M | $602,292.13 | 42.52% |
Michael Bailey MGB Wealth Management, LLC | 2,816 | $177,960.95 | $218,549.76 | $40,588.81 | 22.81% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 32,943 | $1.79M | $2.56M | $762,910.78 | 42.53% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 95,386 | $4.89M | $7.4M | $2.52M | 51.47% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,912 | $290,769.12 | $303,610.32 | $12,841.2 | 4.42% |
Douglas E. Morisoli Fairman Group, LLC | 1,128 | $57,845.24 | $87,544.08 | $29,698.84 | 51.34% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 36,652 | $2.02M | $2.84M | $823,075.17 | 40.72% |
Columbia Bank Columbia Bank | 251,305 | $14.08M | $19.5M | $5.42M | 38.51% |
Robert Santos Arrowroot Family Office, LLC | 17,191 | $984,642.93 | $1.37M | $389,949.43 | 39.6% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 621,616 | $34.94M | $48.24M | $13.3M | 38.06% |
Ian Jameson American Capital Advisory, LLC | 1,337 | $71,122.16 | $103,764.57 | $32,642.41 | 45.9% |
Michael Stringer Lane & Associates LLC | 14,897 | $767,875.32 | $1.16M | $388,280.85 | 50.57% |