| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crux Wealth Advisors Crux Wealth Advisors | 36,108 | $3.41M | $4.02M | $618,312.01 | 18.15% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 7,648 | $656,485.88 | $847,474.88 | $190,989 | 29.09% |
May Hill Capital LLC May Hill Capital LLC | 7,998 | $713,025.36 | $888,297.87 | $175,272.51 | 24.58% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 2,445 | $230,881.64 | $272,006.01 | $41,124.37 | 17.81% |
Rossby Financial LLC Rossby Financial LLC | 6,776 | $589,002.97 | $761,893.44 | $172,890.47 | 29.35% |
Columbia River Financial Group LLC Columbia River Financial Group LLC | 2,857 | $246,072.1 | $319,298.32 | $73,226.22 | 29.76% |
Copia Wealth Management Copia Wealth Management | 172 | $14,764 | $18,956.12 | $4,192.12 | 28.39% |
SFM LLC SFM LLC | 2,424 | $200,610.65 | $268,470.12 | $67,859.47 | 33.83% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,208 | $113,484.82 | $133,677.28 | $20,192.46 | 17.79% |
Molly Wheeler Burk Holdings LLC | 542 | $49,289 | $59,788.02 | $10,499.02 | 21.3% |
David K. Gilmore Equity Wealth Partners LLC | 1,914 | $224,053 | $215,200.59 | -$8,852.41 | -3.95% |