| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,019 | $63,669.56 | $84,103.16 | $20,433.6 | 32.09% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 5,288 | $378,618.66 | $434,250.56 | $55,631.9 | 14.69% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 2,626 | $201,124 | $215,266.61 | $14,142.61 | 7.03% |
Jesper Bonnivier Avanza Fonder AB | 487,524 | $31.72M | $40.04M | $8.32M | 26.22% |
| EM Eric Myers Carrera Capital Advisors | 7,492 | $505,917.46 | $614,119.24 | $108,201.78 | 21.39% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,422 | $242,496.31 | $282,725.64 | $40,229.33 | 16.59% |
Gregory A. Brown Brown Financial Advisors | 23,411 | $1.5M | $1.92M | $422,404.03 | 28.22% |
Teresa Coleman Creekside Partners | 3,453 | $262,601 | $283,076.94 | $20,475.94 | 7.8% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 9,472 | $680,688.73 | $776,468.15 | $95,779.42 | 14.07% |
John Quinn Safe Harbor Fiduciary, LLC | 3,606 | $257,454.99 | $295,619.88 | $38,164.89 | 14.82% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,400 | $212,382.32 | $279,208 | $66,825.68 | 31.46% |
Tuomas Suomela S-Bank Fund Management Ltd | 90,000 | $6.35M | $7.38M | $1.02M | 16.13% |
Level Wealth Management LLC Level Wealth Management LLC | 7,876 | $490,360 | $645,635.89 | $155,275.89 | 31.67% |
Taryn Anderson YANKCOM Partnership | 3,228 | $203,439.84 | $265,083.36 | $61,643.52 | 30.3% |
David Levy Diversified Enterprises LLC | 18,565 | $1.33M | $1.54M | $201,257.54 | 15.09% |
Pines Wealth Management LLC Pines Wealth Management LLC | 5,728 | $358,106.35 | $473,705.6 | $115,599.25 | 32.28% |
Caleb Pearson Compass Financial Services Inc. | 2,774 | $180,579.57 | $227,412.52 | $46,832.95 | 25.93% |
Matthew Riley Hickory Point Bank & Trust | 10,348 | $649,957.79 | $855,779.6 | $205,821.81 | 31.67% |
Code Waechter LLC Code Waechter LLC | 4,182 | $300,022.54 | $342,840.36 | $42,817.82 | 14.27% |
Seneschal Advisors LLC Seneschal Advisors LLC | 915 | $60,683 | $75,670.5 | $14,987.5 | 24.7% |