| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris M. Frantz Catalina Capital Group, LLC | 7,117 | $1.26M | $1.7M | $441,720.98 | 35.04% |
Michael Stringer Lane & Associates LLC | 1,950 | $299,590.28 | $466,381.5 | $166,791.22 | 55.67% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 51,017 | $10.08M | $12.54M | $2.46M | 24.45% |
David Maxey Heritage Family Offices, LLP | 3,008 | $549,110 | $719,423.36 | $170,313.36 | 31.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 25,164 | $4.63M | $6.02M | $1.39M | 30% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,200 | $283,882 | $287,004 | $3,122 | 1.1% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 5,766 | $1.13M | $1.38M | $252,230.91 | 22.38% |
Mark Finney McCarthy & Cox | 2,263 | $488,330.36 | $541,241.71 | $52,911.35 | 10.84% |
James J. Karabas Embree Financial Group | 18,017 | $3.09M | $4.31M | $1.22M | 39.42% |
Brian Krause Cascade Financial Partners, LLC | 41,959 | $7.4M | $10.04M | $2.63M | 35.52% |
Janice M. Powell Diversify Advisory Services, LLC | 19,116 | $4.59M | $4.69M | $101,467.2 | 2.21% |
Joel mittelman Mittelman Wealth Management | 15,197 | $3.25M | $3.73M | $479,814.5 | 14.78% |
Kevyn Hill Hilltop National Bank | 3,274 | $603,009.43 | $783,042.58 | $180,033.15 | 29.86% |
Brady Green GGM Financials LLC | 1,366 | $294,821.95 | $326,706.22 | $31,884.27 | 10.81% |
Gillian Curran Prospect Financial Group LLC | 3,655 | $715,737.44 | $896,206 | $180,468.56 | 25.21% |
Daniel Pettway Councilmark Asset Management, LLC | 83,740 | $17.12M | $20.58M | $3.46M | 20.22% |
Michael Souza Koa Wealth Management, LLC | 3,362 | $594,183.08 | $804,089.54 | $209,906.46 | 35.33% |
CLINE REASOR Gratus Wealth Advisors, LLC | 16,917 | $2.88M | $4.05M | $1.16M | 40.34% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 11,514 | $1.84M | $2.83M | $986,304.8 | 53.63% |
Josephine Lee New Insight Wealth Advisors | 19,806 | $3.48M | $4.74M | $1.25M | 35.98% |