| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Farrell Financial LLC Farrell Financial LLC | 12,377 | $732,454.4 | $1.03M | $292,980.05 | 40% |
Carmen McClennon WR Wealth Planners, LLC | 19 | $1,119.95 | $1,574.15 | $454.2 | 40.56% |
Matthew Richmond Richmond Investment Services, LLC | 66,721 | $4.57M | $5.53M | $955,661.1 | 20.9% |
David A Rozenson Fairscale Capital, LLC | 31 | $1,891 | $2,642.13 | $751.13 | 39.72% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 9,070 | $523,809.36 | $751,449.5 | $227,640.14 | 43.46% |
Holly Breeden Fort Vancouver Investment Management, LLC | 3,010 | $176,506.4 | $249,378.5 | $72,872.1 | 41.29% |
Chad Warrick Summit Wealth Partners, LLC | 12,044 | $531,351.12 | $997,845.4 | $466,494.28 | 87.79% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 4,021 | $253,323 | $340,055.97 | $86,732.97 | 34.24% |
David Maddux Brightwater Advisory LLC | 4,466 | $251,022.72 | $380,637.18 | $129,614.46 | 51.63% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 3,210 | $268,875 | $274,583.4 | $5,708.4 | 2.12% |
Robert Roy Somnio Financial Group, LLC | 393,517 | $23.23M | $32.6M | $9.37M | 40.35% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 457 | $26,236.4 | $37,862.45 | $11,626.05 | 44.31% |
| EM Eric Myers Carrera Capital Advisors | 8,352 | $545,547.47 | $691,963.2 | $146,415.73 | 26.84% |
Teresa Coleman Creekside Partners | 67,974 | $4.38M | $5.63M | $1.25M | 28.56% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 837 | $70,099 | $69,345.45 | -$753.55 | -1.07% |
Trent White Luminvest Wealth Management LLC | 462,478 | $26.8M | $38.32M | $11.51M | 42.95% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 13,000 | $1.09M | $1.1M | $10,660 | 0.98% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 8,395 | $416,353.73 | $695,525.75 | $279,172.02 | 67.05% |
Adam Amante Fortress Financial Solutions LLC | 8,236 | $613,063.83 | $682,352.6 | $69,288.77 | 11.3% |
Jared Machen BWM Planning LLC | 16,632 | $1.1M | $1.38M | $277,724.06 | 25.24% |