| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TPG Advisors LLC TPG Advisors LLC | 2,073 | $489,617.81 | $615,660.27 | $126,042.46 | 25.74% |
Samantha Cox Capital Investment Counsel, LLC | 1,299 | $335,143.52 | $385,686.09 | $50,542.57 | 15.08% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,560 | $622,112.18 | $758,323.2 | $136,211.02 | 21.89% |
Greg Reidy Granite FO LLC | 328 | $77,805 | $97,160.16 | $19,355.16 | 24.88% |
John Gallagher Gallagher Capital Advisors, LLC | 1,064 | $274,458.8 | $315,912.24 | $41,453.44 | 15.1% |
David Maddux Brightwater Advisory LLC | 25,084 | $5.39M | $7.45M | $2.05M | 38.1% |
Ben Warren Tumwater Wealth Management, LLC | 1,750 | $423,733.89 | $518,245.02 | $94,511.13 | 22.3% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,266 | $544,553.13 | $671,234.52 | $126,681.39 | 23.26% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,522 | $859,514.24 | $1.05M | $186,202.78 | 21.66% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,222 | $831,666.87 | $956,644.02 | $124,977.15 | 15.03% |
JAMES ELIOS Elios Financial Group Inc. | 2,026 | $480,475.23 | $601,539.66 | $121,064.43 | 25.2% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2,398 | $533,308.9 | $711,990.18 | $178,681.28 | 33.5% |
Teresa Coleman Creekside Partners | 28,226 | $6.19M | $8.38M | $2.19M | 35.32% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 4,099 | $984,907.47 | $1.21M | $221,100.31 | 22.45% |
Trent White Luminvest Wealth Management LLC | 4,674 | $1.14M | $1.39M | $247,628.03 | 21.72% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 8,729 | $2.16M | $2.58M | $418,257.82 | 19.34% |
Taryn Anderson YANKCOM Partnership | 152 | $38,089.95 | $45,130.32 | $7,040.37 | 18.48% |
Pines Wealth Management LLC Pines Wealth Management LLC | 5,848 | $1.41M | $1.73M | $326,509.32 | 23.23% |
Nathan White Paragon Capital Management Inc. | 10,759 | $2.47M | $3.19M | $724,038.47 | 29.31% |
Code Waechter LLC Code Waechter LLC | 42,027 | $10.2M | $12.48M | $2.27M | 22.28% |