| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BD Brian Distler Lakeridge Wealth Management LLC | 19,509 | $439,088.03 | $675,986.85 | $236,996.36 | 53.97% |
| RG Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 379,371 | $8.54M | $13.15M | $4.61M | 54% |
| AP Angela Pompian Sunpointe, LLC | 35,892 | $1.06M | $1.24M | $187,274.06 | 17.72% |
| KJ Kyle Jones Pineridge Advisors LLC | 1,434 | $36,840.17 | $49,688.1 | $12,855.1 | 34.89% |
| SR Sean Rooney Prospect Financial Services LLC | 71,837 | $2.19M | $2.49M | $302,012.35 | 13.81% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 24,719 | $801,427.08 | $856,513.35 | $55,209.87 | 6.89% |
| SC Stacy Creekmur Creekmur Asset Management LLC | 360 | $10,517.92 | $12,474 | $1,957.88 | 18.61% |
| DG Drew Garner ARK & TLK INVESTMENTS, LLC | 32,047 | $664,693.96 | $1.11M | $445,894.83 | 67.08% |
| DP Darin Pilacinski True Vision MN LLC | 84,164 | $1.76M | $2.92M | $1.16M | 66.12% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 81,848 | $1.73M | $2.84M | $1.1M | 63.61% |
| DEM Douglas E. Morisoli Fairman Group, LLC | 14,469 | $302,237.48 | $501,350.85 | $199,185.71 | 65.9% |
| CB Columbia Bank Columbia Bank | 10,740 | $248,953.2 | $372,141 | $123,241.5 | 49.5% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,621 | $73,617.63 | $90,817.65 | $17,213.13 | 23.38% |
| KT Kayla Tweedy JBR Co Financial Management Inc | 52,081 | $1.23M | $1.8M | $574,744.06 | 46.72% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 8,962 | $272,356 | $310,533.3 | $38,222.11 | 14.03% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 36 | $1,149 | $1,247.4 | $98.58 | 8.58% |
| MF Mark Finney McCarthy & Cox | 73,453 | $2.09M | $2.55M | $458,038.32 | 21.94% |
| JJK James J. Karabas Embree Financial Group | 137,500 | $2.91M | $4.76M | $1.85M | 63.53% |
| BG Brady Green GGM Financials LLC | 644 | $20,535.13 | $22,314.6 | $1,782.69 | 8.68% |
| JL Josephine Lee New Insight Wealth Advisors | 21,118 | $498,707.26 | $731,738.7 | $233,137.03 | 46.75% |