| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 389,301 | $8.87M | $13.97M | $5.1M | 57.44% |
Angela Pompian Sunpointe, LLC | 35,175 | $1.04M | $1.25M | $213,092.87 | 20.58% |
Kyle Jones Pineridge Advisors LLC | 1,604 | $42,263.42 | $56,573.08 | $14,309.66 | 33.86% |
Sean Rooney Prospect Financial Services LLC | 94,233 | $2.95M | $3.39M | $440,410.2 | 14.95% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 22,802 | $757,108 | $803,542.48 | $46,434.48 | 6.13% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 31,983 | $663,366.53 | $1.15M | $485,462.83 | 73.18% |
Darin Pilacinski True Vision MN LLC | 84,164 | $1.76M | $3.02M | $1.26M | 72.02% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 8,000 | $270,720 | $284,840 | $14,120 | 5.22% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 80,160 | $1.7M | $2.87M | $1.17M | 69.08% |
Douglas E. Morisoli Fairman Group, LLC | 14,134 | $295,412.97 | $500,908.96 | $205,495.99 | 69.56% |
Columbia Bank Columbia Bank | 10,740 | $248,953.2 | $383,203.2 | $134,250 | 53.93% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1.18M | $17.43M | $41.46M | $24.02M | 137.81% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,621 | $73,617.63 | $93,923.53 | $20,305.9 | 27.58% |
Kayla Tweedy JBR Co Financial Management Inc | 31,496 | $803,190.1 | $1.13M | $322,476.94 | 40.15% |
Ian Jameson American Capital Advisory, LLC | 145 | $4,907 | $5,188.1 | $281.1 | 5.73% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 8,962 | $272,356 | $320,750.88 | $48,394.88 | 17.77% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 18,548 | $511,194.91 | $666,429.64 | $155,234.73 | 30.37% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 36 | $1,149 | $1,265.22 | $116.22 | 10.11% |
James J. Karabas Embree Financial Group | 110,865 | $2.36M | $3.94M | $1.57M | 66.67% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,112 | $207,172.56 | $251,835.92 | $44,663.36 | 21.56% |