| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 53,034 | $5.62M | $15.54M | $9.92M | 176.42% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,811 | $736,432 | $1.17M | $431,258.4 | 58.56% |
Ashley Meredith Abel Hall, LLC | 5,344 | $743,830.71 | $1.57M | $822,068.11 | 110.52% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 2,111 | $451,037 | $618,565.2 | $167,528.2 | 37.14% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 4,910 | $552,220.52 | $1.44M | $886,507.63 | 160.54% |
Cornelius T. McDonald III Wealth Group, Ltd. | 6,730 | $624,305.19 | $1.97M | $1.35M | 215.88% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 747 | $323,698 | $232,563.5 | -$91,134.5 | -28.15% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,556 | $342,248.4 | $748,959.09 | $406,710.69 | 118.83% |
Nicholas Jeffries M3 Advisory Group, LLC | 740 | $320,613 | $216,834.79 | -$103,778.21 | -32.37% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 5,760 | $560,678 | $1.69M | $1.13M | 201.03% |
Matthew Smith Ravenswood Partners LP | 30,741 | $4.12M | $9.45M | $5.33M | 129.59% |
Fox Hill Wealth Management Fox Hill Wealth Management | 2,651 | $566,446 | $776,795.99 | $210,349.99 | 37.14% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,188 | $203,362 | $348,107.75 | $144,745.75 | 71.18% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 951 | $204,289.01 | $278,662.01 | $74,373 | 36.41% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,153 | $246,377 | $337,852.05 | $91,475.05 | 37.13% |
Columbia Bank Columbia Bank | 34,378 | $2.63M | $10.07M | $7.45M | 283.52% |
Kelly Harris Glass Wealth Management Co LLC | 39,437 | $3.84M | $11.56M | $7.72M | 201.31% |
Robert Santos Arrowroot Family Office, LLC | 862 | $373,581 | $264,996.05 | -$108,584.95 | -29.07% |
| WL Wealthcollab LLC WealthCollab, LLC | 317 | $40,827.19 | $97,128.8 | $56,301.61 | 137.9% |
Ian Jameson American Capital Advisory, LLC | 63 | $11,410.74 | $18,460.26 | $7,049.52 | 61.78% |