| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 68,061 | $5.44M | $7.48M | $2.03M | 37.3% |
Mark Perrault Intergy Private Wealth LLC | 2,356 | $214,348.88 | $257,958.44 | $43,609.56 | 20.35% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,247 | $204,432.06 | $245,821.8 | $41,389.74 | 20.25% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $90.93 | $108.03 | $17.1 | 18.81% |
William Jollie Quent Capital LLC | 809 | $82,566.92 | $88,860.56 | $6,293.64 | 7.62% |
Missy Straw Nilsine Partners LLC | 2,102 | $191,247.93 | $227,667.62 | $36,419.69 | 19.04% |
| YH Yanjuan Huang Vienna Asset Management LLC | 5,607 | $658,822.5 | $611,751.73 | -$47,070.77 | -7.14% |
Michael Byun SageView Advisory Group LLC | 8,329 | $765,168.69 | $900,531.48 | $135,362.79 | 17.69% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 4,324 | $368,664.24 | $470,732.26 | $102,068.02 | 27.69% |
Kristofer Gray Integrity Financial Corp. /WA | 43 | $4,123.27 | $4,670.23 | $546.96 | 13.27% |
David T. Morgan High Net Worth Advisory Group LLC | 2,700 | $202,500 | $293,031 | $90,531 | 44.71% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 48 | $3,997.44 | $5,185.44 | $1,188 | 29.72% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,445 | $403,318.96 | $481,904.67 | $78,585.71 | 19.48% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,576 | $247,376.85 | $280,732.48 | $33,355.63 | 13.48% |
Jeffrey Gilbert Balboa Wealth Partners | 3,151 | $317,053.62 | $340,528.57 | $23,474.95 | 7.4% |
Edward Lowndes Angeles Wealth Management LLC | 296 | $29,783.52 | $32,028.68 | $2,245.16 | 7.54% |
Angela Cox W Advisors LLC | 2,170 | $208,081.3 | $237,441.4 | $29,360.1 | 14.11% |
| TL Tradewinds LLC Tradewinds LLC | 27,442 | $3.22M | $2.99M | -$235,726.78 | -7.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,134 | $286,798.65 | $451,350.12 | $164,551.47 | 57.38% |
Nadine Hofstetter Northwest Bank & Trust Co. | 115 | $8,625 | $12,532.7 | $3,907.7 | 45.31% |