| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 8,658 | $730,037.06 | $911,254.5 | $181,217.44 | 24.82% |
Kristofer Gray Integrity Financial Corp. /WA | 2,371 | $212,417.89 | $249,547.75 | $37,129.86 | 17.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 246 | $21,601.05 | $25,891.5 | $4,290.45 | 19.86% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,108 | $215,416.52 | $221,867 | $6,450.48 | 2.99% |
Molly Crider Walker Asset Management LLC | 22,739 | $1.77M | $2.39M | $620,453.11 | 35% |
Mark Fiskio Empirical Asset Management LLC | 6,453 | $585,061.69 | $675,306.45 | $90,244.76 | 15.42% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,199 | $878,712.08 | $862,944.75 | -$15,767.33 | -1.79% |
Daniel Ronan Catalyst Financial Partners LLC | 6,033 | $609,209.41 | $634,973.25 | $25,763.84 | 4.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,112 | $2.78M | $3.27M | $495,249.9 | 17.82% |
Lincoln Bach Delap Wealth Advisory LLC | 4,245 | $406,240.85 | $446,786.25 | $40,545.4 | 9.98% |
Matthew Heller Willner & Heller LLC | 3,508 | $399,959.23 | $369,217 | -$30,742.23 | -7.69% |
Craig Johnsen Fortitude Advisory Group LLC | 5,845 | $602,684.43 | $615,186.25 | $12,501.82 | 2.07% |
Jeffrey Gilbert Balboa Wealth Partners | 2,623 | $221,784.13 | $274,496.95 | $52,712.82 | 23.77% |
Edward Lowndes Angeles Wealth Management LLC | 7,009 | $615,333.17 | $737,697.25 | $122,364.08 | 19.89% |
Kevin Zemann WealthPlan Investment Management LLC | 6,207 | $541,416.49 | $653,286.75 | $111,870.26 | 20.66% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,377 | $292,271.11 | $355,429.25 | $63,158.14 | 21.61% |
| TL Tradewinds LLC Tradewinds LLC | 4,118 | $348,371.48 | $436,988.98 | $88,617.5 | 25.44% |
Joseph Wallace Wallace Advisory Group LLC | 3,198 | $284,055.43 | $336,589.5 | $52,534.07 | 18.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 865 | $82,127.19 | $91,791.03 | $9,663.84 | 11.77% |
Brad Saenz Coastwise Capital Group LLC | 15,768 | $1.36M | $1.66M | $303,736.66 | 22.4% |