| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 2,626 | $201,124 | $202,438.34 | $1,314.34 | 0.65% |
Jesper Bonnivier Avanza Fonder AB | 442,184 | $28.09M | $34.09M | $5.99M | 21.33% |
| EM Eric Myers Carrera Capital Advisors | 7,492 | $505,917.46 | $577,558.28 | $71,640.82 | 14.16% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,422 | $242,496.31 | $263,870.42 | $21,391.22 | 8.82% |
Gregory A. Brown Brown Financial Advisors | 23,411 | $1.5M | $1.8M | $308,038.95 | 20.58% |
| NWM Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 9,472 | $680,688.73 | $730,196.48 | $49,555.11 | 7.28% |
John Quinn Safe Harbor Fiduciary, LLC | 3,606 | $257,454.99 | $277,986.54 | $20,549.58 | 7.98% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,572 | $223,091.04 | $275,294.04 | $52,203.36 | 23.4% |
Tuomas Suomela S-Bank Fund Management Ltd | 90,000 | $6.35M | $6.94M | $584,639.89 | 9.2% |
| LWM Level Wealth Management LLC Level Wealth Management LLC | 7,876 | $490,360 | $607,160.84 | $116,800.84 | 23.82% |
Taryn Anderson YANKCOM Partnership | 3,260 | $205,432.15 | $251,313.4 | $45,881.25 | 22.33% |
| DL David Levy Diversified Enterprises LLC | 18,565 | $1.33M | $1.43M | $97,572.01 | 7.31% |
| PWM Pines Wealth Management LLC Pines Wealth Management LLC | 6,111 | $381,496.17 | $471,219.21 | $89,753.59 | 23.53% |
| CP Caleb Pearson Compass Financial Services Inc. | 2,774 | $180,579.57 | $213,903.14 | $33,337.44 | 18.46% |
| MR Matthew Riley Hickory Point Bank & Trust | 11,173 | $701,322.25 | $861,550.03 | $160,283.65 | 22.85% |
| CWL Code Waechter LLC Code Waechter LLC | 4,182 | $300,022.54 | $322,474.02 | $22,472.39 | 7.49% |
| SAL Seneschal Advisors LLC Seneschal Advisors LLC | 915 | $60,683 | $70,555.65 | $9,877.22 | 16.28% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 14,622 | $904,555.07 | $1.13M | $223,020.46 | 24.65% |
| BB Bryan Buchert Kera Capital Partners Inc. | 4,672 | $309,847.31 | $360,257.92 | $50,433.97 | 16.28% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 11,621 | $817,077.98 | $896,095.31 | $79,075.44 | 9.68% |