| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Bailey MGB Wealth Management, LLC | 274 | $12,826 | $13,926.05 | $1,100.05 | 8.58% |
Lindsey Cooksen Cooksen Wealth, LLC | 10,147 | $387,450.84 | $520,490.36 | $133,039.52 | 34.34% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,424 | $58,130.83 | $72,930.16 | $14,799.33 | 25.46% |
Michael Stringer Lane & Associates LLC | 7,286 | $240,143.27 | $374,318.25 | $134,174.98 | 55.87% |
David Maxey Heritage Family Offices, LLP | 153,497 | $5.8M | $7.82M | $2.02M | 34.86% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,838 | $133,592.64 | $145,646.16 | $12,053.52 | 9.02% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 120,883 | $5.49M | $6.14M | $652,666.64 | 11.9% |
Brian Krause Cascade Financial Partners, LLC | 269,542 | $10.61M | $13.7M | $3.1M | 29.19% |
Janice M. Powell Diversify Advisory Services, LLC | 61,161 | $3.09M | $3.13M | $43,107.05 | 1.39% |
Michael D. Kim Marathon Strategic Advisors, LLC | 252,223 | $9.85M | $12.92M | $3.07M | 31.17% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 500 | $16,041.76 | $25,675 | $9,633.24 | 60.05% |
Todd Lunsford International Private Wealth Advisors LLC | 45,012 | $1.92M | $2.3M | $372,462.54 | 19.35% |
Jennifer Quire Wrenne Financial Planning LLC | 114,545 | $4.21M | $5.87M | $1.66M | 39.56% |
Sara Beth Stanich Stanich Group LLC | 13,280 | $536,670.36 | $673,163.2 | $136,492.84 | 25.43% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,387 | $129,007.53 | $173,922.45 | $44,914.92 | 34.82% |
Kelly Financial Services LLC Kelly Financial Services LLC | 9,040 | $374,548.54 | $461,085.2 | $86,536.66 | 23.1% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 64,946 | $2.58M | $3.33M | $758,726.43 | 29.45% |
Jade Eagles WEALTHGARDEN F.S. LLC | 3,909 | $202,408 | $199,554.45 | -$2,853.55 | -1.41% |
Michael Dziura Westfuller Advisors, LLC | 13,208 | $621,432.56 | $669,117.28 | $47,684.72 | 7.67% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 93,301 | $4.38M | $4.74M | $364,312.72 | 8.32% |