| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greg Reidy Granite FO LLC | 328 | $77,805 | $93,092.96 | $15,287.96 | 19.65% |
John Gallagher Gallagher Capital Advisors, LLC | 1,066 | $275,054.26 | $305,638.19 | $30,583.93 | 11.12% |
David Maddux Brightwater Advisory LLC | 24,551 | $5.28M | $7.02M | $1.74M | 33.02% |
Ben Warren Tumwater Wealth Management, LLC | 1,750 | $423,733.89 | $497,000 | $73,266.11 | 17.29% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,206 | $530,134.25 | $625,279.67 | $95,145.42 | 17.95% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,062 | $750,367.9 | $881,764.14 | $131,396.24 | 17.51% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,668 | $966,858.37 | $1.05M | $84,940.63 | 8.79% |
| EM Eric Myers Carrera Capital Advisors | 666 | $201,805 | $190,942.2 | -$10,862.8 | -5.38% |
JAMES ELIOS Elios Financial Group Inc. | 2,026 | $480,475.23 | $583,366.44 | $102,891.21 | 21.41% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2,195 | $487,425.51 | $628,823.38 | $141,397.87 | 29.01% |
Teresa Coleman Creekside Partners | 28,515 | $6.28M | $8.18M | $1.9M | 30.21% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,237 | $1.33M | $1.49M | $157,345.32 | 11.83% |
Trent White Luminvest Wealth Management LLC | 4,115 | $1.01M | $1.17M | $158,909.16 | 15.66% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 7,702 | $1.92M | $2.21M | $293,974.5 | 15.32% |
Taryn Anderson YANKCOM Partnership | 112 | $28,478.95 | $32,252.64 | $3,773.69 | 13.25% |
Pines Wealth Management LLC Pines Wealth Management LLC | 6,184 | $1.51M | $1.77M | $262,726.64 | 17.43% |
Nathan White Paragon Capital Management Inc. | 10,338 | $2.37M | $2.98M | $602,854.03 | 25.39% |
Code Waechter LLC Code Waechter LLC | 44,952 | $11.09M | $12.94M | $1.85M | 16.72% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 16,630 | $2.89M | $4.74M | $1.85M | 64.21% |
Seneschal Advisors LLC Seneschal Advisors LLC | 436 | $110,866.39 | $123,902.48 | $13,036.09 | 11.76% |