| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Julie Beswick Advantage Trust Co | 185,951 | $7.58M | $10.95M | $3.37M | 44.41% |
Joshua Stipcich Tidemark, LLC | 87 | $3,154 | $5,157.36 | $2,003.36 | 63.52% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,816 | $240,491.95 | $222,854.4 | -$17,637.55 | -7.33% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 53,074 | $2.15M | $3.14M | $990,016.36 | 46.05% |
Samira Kadam Synergy Investment Management LLC | 337 | $17,543 | $20,038.02 | $2,495.02 | 14.22% |
Rossby Financial LLC Rossby Financial LLC | 76 | $2,892 | $4,523.52 | $1,631.52 | 56.41% |
Fortitude Financial LLC Fortitude Financial LLC | 25,888 | $1.38M | $1.51M | $132,298.12 | 9.6% |
Erik Bonnett Tripletail Wealth Management LLC | 1,736 | $90,219.48 | $102,042.08 | $11,822.6 | 13.1% |
Michael Behner Nautilus Advisors LLC | 19,214 | $818,414.71 | $1.14M | $317,901.25 | 38.84% |