| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,836 | $487,451.35 | $777,435.84 | $289,984.49 | 59.49% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 9,565 | $2.53M | $4.05M | $1.52M | 60.07% |
| TA Thomas Anderton 626 Financial LLC | 691 | $205,600.14 | $282,190.58 | $76,590.44 | 37.25% |
Michael Hackman HFG Advisors Inc. | 11,961 | $3.03M | $5.06M | $2.03M | 67.1% |
W. Travis McKinney HB Wealth Management LLC | 42,229 | $11.72M | $17.25M | $5.53M | 47.16% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 561 | $229,729.5 | $238,660.63 | $8,931.13 | 3.89% |
Courtney Lawson Autumn Glory Partners LLC | 591 | $200,685.87 | $241,352.58 | $40,666.71 | 20.26% |
Allison Tronnes Forum Financial Management LP | 5,702 | $1.4M | $2.33M | $927,564.11 | 66.21% |
Paul Elam Oak Harbor Wealth Partners LLC | 125 | $39,979.44 | $52,645 | $12,665.56 | 31.68% |
Christopher Clancy Global Wealth Strategies & Associates | 1,385 | $310,379.11 | $565,606.3 | $255,227.19 | 82.23% |
William Jollie Quent Capital LLC | 281 | $102,690.96 | $118,986.64 | $16,295.68 | 15.87% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 592 | $201,212.33 | $251,848.65 | $50,636.32 | 25.17% |
Dalila Toledo Ascent Group LLC | 10,431 | $2.98M | $4.26M | $1.28M | 42.84% |
| EM Erin Mccann Simplicity Wealth LLC | 3,386 | $1.11M | $1.43M | $317,217.04 | 28.61% |
Patrick O'Connell Security Financial Services Inc. | 8,474 | $1.75M | $3.46M | $1.71M | 98.18% |
Michael Byun SageView Advisory Group LLC | 575 | $184,418.42 | $243,403.25 | $58,984.83 | 31.98% |
Thomas Mason Mason & Associates Inc. | 166,139 | $62.08M | $67.85M | $5.76M | 9.28% |
Kristofer Gray Integrity Financial Corp. /WA | 416 | $152,039.68 | $169,886.08 | $17,846.4 | 11.74% |
Mark Vicencio Lowery Thomas LLC | 14,833 | $3.94M | $6.06M | $2.12M | 53.83% |
Kristen Williams Athena Investment Management | 637 | $183,475.11 | $268,278.92 | $84,803.81 | 46.22% |