| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 115 | $28,308.46 | $33,488 | $5,179.54 | 18.3% |
David Dirks Plum Street Advisors LLC | 6,626 | $1.34M | $1.93M | $586,198.31 | 43.64% |
Tyler Rudek Heritage Wealth Architects Inc. | 1,767 | $427,542.98 | $514,550.42 | $87,007.44 | 20.35% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 17,149 | $3.55M | $4.99M | $1.45M | 40.74% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 6,422 | $1.39M | $1.87M | $484,283.46 | 34.95% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 2,154 | $475,969.08 | $627,244.82 | $151,275.74 | 31.78% |
Justin Boggs Optima Capital LLC | 7,853 | $1.84M | $2.29M | $450,683.88 | 24.55% |
Birchbrook Inc. Birchbrook Inc. | 1,476 | $319,272.48 | $429,811.21 | $110,538.73 | 34.62% |
Luis A. Galdamez Valtrion Capital Management LLC | 2,097 | $463,353 | $610,646.42 | $147,293.42 | 31.79% |
Steven T. Cox Providence Financial Advisors LLC | 2,901 | $701,844.96 | $844,771.23 | $142,926.27 | 20.36% |
Horan Wealth LLC Horan Wealth LLC | 13,174 | $3.2M | $3.97M | $769,456.24 | 24.03% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 1,246 | $279,913.33 | $362,835.21 | $82,921.88 | 29.62% |
Warner Group LLC Warner Group LLC | 3,810 | $1.03M | $1.11M | $74,893.17 | 7.24% |
| ML Maseco LLP Maseco LLP | 2,125 | $545,618.8 | $639,656.87 | $94,038.07 | 17.24% |
Chris Ryan Ryan Investment Management Inc. | 22,356 | $5.69M | $6.51M | $818,101.07 | 14.37% |
Todd Iglehart Family Legacy Financial Solutions LLC | 588 | $176,749 | $171,225.61 | -$5,523.39 | -3.12% |
Jon Lewis Midwest Trust Co | 29,559 | $6.38M | $8.9M | $2.52M | 39.49% |
Ryan Westerbeck Brian Low Financial Group LLC | 5,764 | $1.31M | $1.68M | $368,549.99 | 28.14% |
Molly Wheeler Burk Holdings LLC | 96 | $23,808 | $27,955.2 | $4,147.2 | 17.42% |
Adam Scott Argyle Capital Partners LLC | 1,869 | $414,469.51 | $563,503.5 | $149,033.99 | 35.96% |