| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Geppert Stonekeep Investments, LLC | 91,382 | $5.87M | $6.45M | $579,443.69 | 9.86% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,138 | $201,083 | $227,505 | $26,422 | 13.14% |
Rana Choubah Meridian Financial Advisors, LLC | 4,528 | $233,475.18 | $319,767.36 | $86,292.18 | 36.96% |
Holly Breeden Fort Vancouver Investment Management, LLC | 13,609 | $729,459.66 | $961,067.58 | $231,607.92 | 31.75% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 23,854 | $1.25M | $1.68M | $430,685.76 | 34.35% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 6,084 | $322,406.08 | $443,523.6 | $121,117.52 | 37.57% |
Chad Warrick Summit Wealth Partners, LLC | 27,917 | $1.49M | $1.97M | $477,890.88 | 32% |
| TAL TPG Advisors LLC TPG Advisors LLC | 120,142 | $6.19M | $8.48M | $2.29M | 37.05% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 1,570 | $111,862 | $115,081 | $3,219 | 2.88% |
Samantha Cox Capital Investment Counsel, LLC | 3,788 | $236,991.69 | $267,508.56 | $30,516.87 | 12.88% |
Alison Gould Persium Advisors, LLC | 6,057 | $289,646 | $427,745.34 | $138,099.34 | 47.68% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 5,806 | $372,050 | $410,019.72 | $37,969.72 | 10.21% |
David Maddux Brightwater Advisory LLC | 4,870 | $292,123.81 | $355,023 | $62,899.19 | 21.53% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 16,614 | $1.18M | $1.22M | $34,058.2 | 2.88% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,183 | $200,040.36 | $295,403.46 | $95,363.1 | 47.67% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 4,419 | $276,517.23 | $323,912.7 | $47,395.47 | 17.14% |
| EM Eric Myers Carrera Capital Advisors | 269,252 | $14.02M | $19.01M | $4.99M | 35.61% |
Barry Carpenter Cascades Capital Asset Management, LLC | 23,535 | $1.53M | $1.73M | $196,721.11 | 12.82% |
JAMES ELIOS Elios Financial Group Inc. | 35,123 | $1.83M | $2.48M | $645,427.77 | 35.17% |
Teresa Coleman Creekside Partners | 134,444 | $6.96M | $9.49M | $2.54M | 36.46% |