| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 9,287 | $855,126 | $1.76M | $905,410.68 | 105.88% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,551 | $249,091.18 | $295,961.84 | $46,870.66 | 18.82% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,254 | $207,336.36 | $239,288.29 | $31,951.93 | 15.41% |
| EI Excelsior Investors Intelligent Financial Strategies | 470 | $44,650 | $89,685.4 | $45,035.4 | 100.86% |
| TA Thomas Anderton 626 Financial LLC | 2,266 | $222,559.78 | $432,398.14 | $209,838.36 | 94.28% |
Morgan Christen Spinnaker Investment Group LLC | 4,828 | $721,440.11 | $921,279.01 | $199,838.9 | 27.7% |
W. Travis McKinney HB Wealth Management LLC | 102,958 | $13.56M | $19.65M | $6.08M | 44.83% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 8,000 | $1.28M | $1.49M | $203,684 | 15.86% |
Daniel Forbes Forbes Financial Planning Inc. | 3,461 | $629,526.19 | $660,428.05 | $30,901.86 | 4.91% |
| MC mike Chen Byrne Asset Management LLC | 843 | $82,933.45 | $157,565.13 | $74,631.68 | 89.99% |
Mark Perrault Intergy Private Wealth LLC | 2,591 | $380,036.12 | $494,414.65 | $114,378.53 | 30.1% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,005 | $937,652.53 | $1.34M | $399,041.64 | 42.56% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,523 | $242,126.55 | $290,618.86 | $48,492.31 | 20.03% |
Timothy Taylor TCM Advisors LLC | 3,818 | $364,339 | $728,550.76 | $364,211.76 | 99.97% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,312 | $124,587 | $250,355.85 | $125,768.85 | 100.95% |
Jeremy Baltz Raleigh Capital Management Inc. | 15,958 | $1.72M | $3.05M | $1.33M | 77.55% |
Michelle McCarthy Vantage Financial Partners LLC | 1,544 | $245,156.26 | $294,626.1 | $49,469.84 | 20.18% |
Allison Tronnes Forum Financial Management LP | 7,177 | $912,360.61 | $1.37M | $457,154.6 | 50.11% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,853 | $294,126.69 | $353,589.48 | $59,462.79 | 20.22% |
Paul Elam Oak Harbor Wealth Partners LLC | 2,099 | $230,224.99 | $396,007.83 | $165,782.84 | 72.01% |