| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 11,128 | $451,629.99 | $597,351.04 | $145,721.05 | 32.27% |
Sincerus Advisory LLC Sincerus Advisory LLC | 37,589 | $1.5M | $1.94M | $445,749.89 | 29.77% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 5,854 | $230,472.37 | $302,593.26 | $72,120.89 | 31.29% |
| DC David Cantor LongView Asset Management LLC | 51,829 | $2.05M | $2.68M | $632,321.94 | 30.89% |
Crux Wealth Advisors Crux Wealth Advisors | 79,972 | $3.35M | $4.13M | $779,020.71 | 23.22% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 111 | $4,381.93 | $5,958.48 | $1,576.55 | 35.98% |
| RFL Rossby Financial LLC Rossby Financial LLC | 12,031 | $474,278.68 | $621,882.39 | $147,603.71 | 31.12% |
Columbia River Financial Group LLC Columbia River Financial Group LLC | 7,884 | $310,393.08 | $423,134.28 | $112,741.2 | 36.32% |
David Dirks Plum Street Advisors LLC | 85,371 | $3.46M | $4.58M | $1.12M | 32.47% |
William P. Ratcliff Rebel Financial LLC | 89,316 | $4.03M | $4.62M | $591,694.66 | 14.7% |
Adam Scott Argyle Capital Partners LLC | 5,164 | $209,487.42 | $275,934.73 | $66,447.31 | 31.72% |