| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 245 | $42,155.89 | $53,470.02 | $11,314.13 | 26.84% |
Jay S. Arce Taylor Financial Group, Inc. | 15,514 | $2.51M | $3.38M | $872,872.39 | 34.78% |
Sean Rooney Prospect Financial Services LLC | 25,912 | $4.03M | $5.65M | $1.62M | 40.11% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,022 | $1.11M | $1.31M | $200,071.99 | 17.96% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,609 | $539,545.5 | $786,942.45 | $247,396.95 | 45.85% |
Erik Roemer GERBER, LLC | 6,196 | $1.02M | $1.35M | $330,554.74 | 32.39% |
Philip Smith SWP FINANCIAL LLC | 94,703 | $15.81M | $20.65M | $4.84M | 30.6% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 218,561 | $34.1M | $47.7M | $13.6M | 39.89% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,433 | $744,131.27 | $967,480.08 | $223,348.81 | 30.01% |
Michael Bailey MGB Wealth Management, LLC | 13,247 | $2.4M | $2.89M | $491,754.54 | 20.5% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 15,719 | $2.38M | $3.43M | $1.05M | 44.19% |
David Quinn Pine Harbor Wealth Management, LLC | 9,078 | $1.46M | $1.98M | $519,668.03 | 35.56% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 27,800 | $4.26M | $6.05M | $1.79M | 42% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,012 | $181,114.96 | $220,863.94 | $39,748.98 | 21.95% |
Lindsey Cooksen Cooksen Wealth, LLC | 70,719 | $11.21M | $15.43M | $4.22M | 37.69% |
Addis & Hill Inc. Addis & Hill, Inc | 17,458 | $3.82M | $3.81M | -$7,070.32 | -0.19% |
Douglas E. Morisoli Fairman Group, LLC | 6,801 | $1.09M | $1.48M | $393,357.66 | 36.06% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 215,626 | $33.44M | $47.06M | $13.62M | 40.72% |
Columbia Bank Columbia Bank | 1,595 | $279,180.2 | $348,100.77 | $68,920.57 | 24.69% |
Robert Santos Arrowroot Family Office, LLC | 1,980 | $293,186.08 | $432,125.1 | $138,939.02 | 47.39% |