| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Holmes Objectivity Squared, LLC | 103,176 | $5.34M | $6.07M | $738,498.18 | 13.84% |
Amy Taylor Pingora Partners LLC | 30,223 | $1.11M | $1.8M | $687,875.09 | 61.98% |
Christopher Griffith Stablepoint Partners, LLC | 8,534 | $376,859.55 | $498,812.3 | $121,952.75 | 32.36% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 801 | $40,290.31 | $47,643.48 | $7,353.17 | 18.25% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,940 | $1.61M | $1.94M | $328,149.15 | 20.39% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 211 | $10,976.48 | $12,332.95 | $1,356.47 | 12.36% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,620 | $203,915 | $211,589 | $7,674 | 3.76% |
Ashley Meredith Abel Hall, LLC | 10,000 | $478,600 | $584,500 | $105,900 | 22.13% |
Addis & Hill Inc. Addis & Hill, Inc | 12,150 | $450,741.81 | $710,167.5 | $259,425.69 | 57.56% |
| ACL Attessa Capital LLC Attessa Capital LLC | 18,500 | $1.04M | $1.08M | $39,220 | 3.76% |
Brian Krause Cascade Financial Partners, LLC | 17,616 | $821,484.83 | $1.03M | $208,170.37 | 25.34% |
Janice M. Powell Diversify Advisory Services, LLC | 10,467 | $525,713.59 | $616,192.29 | $90,478.7 | 17.21% |
Kevyn Hill Hilltop National Bank | 7,400 | $322,314 | $432,530 | $110,216 | 34.2% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,550 | $82,928.17 | $92,194 | $9,265.83 | 11.17% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 10,736 | $515,737.89 | $638,577.28 | $122,839.39 | 23.82% |
David Millar Gen-Wealth Partners Inc | 14,645 | $797,110.71 | $862,151.15 | $65,040.44 | 8.16% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,467 | $581,478.86 | $611,796.15 | $30,317.29 | 5.21% |
Carmen McClennon WR Wealth Planners, LLC | 2,298 | $98,404.8 | $134,318.1 | $35,913.3 | 36.5% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 6,420 | $320,679 | $377,945.4 | $57,266.4 | 17.86% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 8,432 | $481,214 | $499,933.28 | $18,719.28 | 3.89% |