| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 522,479 | $67.05M | $113.86M | $46.81M | 69.81% |
| WL Wealthcollab LLC WealthCollab, LLC | 273 | $52,142.4 | $59,604.09 | $7,461.69 | 14.31% |
Kayla Tweedy JBR Co Financial Management Inc | 1,987 | $433,027 | $433,652.81 | $625.81 | 0.14% |
Ian Jameson American Capital Advisory, LLC | 271 | $49,701.06 | $59,167.43 | $9,466.37 | 19.05% |
Michael Stringer Lane & Associates LLC | 10,971 | $1.64M | $2.39M | $758,751.97 | 46.39% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 19,747 | $3.11M | $4.31M | $1.2M | 38.75% |
Jeremy Wallace Wallace Hart LLC | 365 | $71,321 | $79,659.42 | $8,338.42 | 11.69% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,086 | $353,158.35 | $455,436.38 | $102,278.03 | 28.96% |
Mark Weiskind Fairway Wealth LLC | 545 | $106,929 | $118,989.85 | $12,060.85 | 11.28% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 123,156 | $21.54M | $26.89M | $5.35M | 24.83% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 38 | $6,291.21 | $8,292.36 | $2,001.15 | 31.81% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 20,623 | $3.65M | $4.5M | $855,963.31 | 23.48% |
Andrew Panko Tenon Financial LLC | 3,277 | $556,236.76 | $715,369.1 | $159,132.34 | 28.61% |
James J. Karabas Embree Financial Group | 8,209 | $1.23M | $1.79M | $561,027.23 | 45.48% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 20,622 | $3.41M | $4.5M | $1.09M | 32.01% |
Janice M. Powell Diversify Advisory Services, LLC | 1,309 | $237,797.42 | $285,597.49 | $47,800.07 | 20.1% |
David W. Marrazzo Guardian Asset Advisors, LLC | 4,280 | $758,637.09 | $934,324 | $175,686.91 | 23.16% |
Define Financial LLC DEFINE FINANCIAL, LLC | 1,791 | $307,757.59 | $391,011.14 | $83,253.55 | 27.05% |
Kevyn Hill Hilltop National Bank | 16,153 | $2.65M | $3.52M | $872,492.21 | 32.89% |
Taylor Faw Strathmore Capital Advisors, Inc. | 7,120 | $1.38M | $1.55M | $173,130.95 | 12.54% |