| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robin Gould Christensen, King & Associates Investment Services, Inc. | 434,601 | $9.07M | $14.52M | $5.45M | 60.11% |
Rana Choubah Meridian Financial Advisors, LLC | 12,488 | $402,208.26 | $417,348.96 | $15,140.7 | 3.76% |
| TAL TPG Advisors LLC TPG Advisors LLC | 11,053 | $278,557.79 | $369,391.26 | $90,833.47 | 32.61% |
Eric Schmid Ted Buchan & Co | 11,976 | $316,659.89 | $400,237.92 | $83,578.03 | 26.39% |
Samantha Cox Capital Investment Counsel, LLC | 10,165 | $254,634.06 | $339,714.3 | $85,080.24 | 33.41% |
Alison Gould Persium Advisors, LLC | 811,239 | $22.69M | $27.11M | $4.42M | 19.49% |
Jackie Berry Hershey Financial Advisers, LLC | 13,211 | $368,190.62 | $441,511.62 | $73,321 | 19.91% |
David Maddux Brightwater Advisory LLC | 9,837 | $213,589.42 | $328,752.54 | $115,163.12 | 53.92% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 591 | $18,474.98 | $19,751.22 | $1,276.24 | 6.91% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 9,795 | $255,149.64 | $327,348.9 | $72,199.26 | 28.3% |
Barry Carpenter Cascades Capital Asset Management, LLC | 4,114 | $103,006 | $137,489.88 | $34,483.88 | 33.48% |
JAMES ELIOS Elios Financial Group Inc. | 8,232 | $214,554.32 | $275,113.44 | $60,559.12 | 28.23% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 845,477 | $18.66M | $28.26M | $9.59M | 51.41% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 284,074 | $8.71M | $9.49M | $784,368.3 | 9.01% |
Taryn Anderson YANKCOM Partnership | 4,608 | $128,425 | $153,999.36 | $25,574.36 | 19.91% |
| DL David Levy Diversified Enterprises LLC | 148,715 | $4.02M | $4.97M | $950,297.71 | 23.64% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 18,134 | $529,680.43 | $606,038.28 | $76,357.85 | 14.42% |
Code Waechter LLC Code Waechter LLC | 592,508 | $16.49M | $19.8M | $3.31M | 20.08% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 455,431 | $6.49M | $15.22M | $8.73M | 134.51% |
Seneschal Advisors LLC Seneschal Advisors LLC | 18,717 | $564,754.48 | $625,522.14 | $60,767.66 | 10.76% |