| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 28,894 | $5.53M | $6.3M | $776,106.25 | 14.04% |
David A Rozenson Fairscale Capital, LLC | 6,978 | $1.24M | $1.52M | $287,297.69 | 23.26% |
Chris Bulman Inc. Chris Bulman Inc | 26,921 | $4.42M | $5.88M | $1.46M | 32.92% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,276 | $204,683 | $278,576.33 | $73,893.33 | 36.1% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 2,070 | $310,290.2 | $451,922.42 | $141,632.22 | 45.65% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,062 | $198,100.77 | $231,739.02 | $33,638.25 | 16.98% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 1,242 | $243,619 | $270,991.98 | $27,372.98 | 11.24% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,637 | $267,571.05 | $357,177.03 | $89,605.98 | 33.49% |
Chad Warrick Summit Wealth Partners, LLC | 4,722 | $726,744.65 | $1.03M | $304,117.06 | 41.85% |
Eric Schmid Ted Buchan & Co | 7,016 | $1M | $1.53M | $529,418.43 | 52.87% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 52 | $8,805 | $11,345.88 | $2,540.88 | 28.86% |
Samantha Cox Capital Investment Counsel, LLC | 4,794 | $850,883.74 | $1.05M | $197,084.71 | 23.16% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,478 | $803,635.06 | $977,054.82 | $173,419.76 | 21.58% |
Greg Reidy Granite FO LLC | 1,187 | $207,215 | $259,478.21 | $52,263.21 | 25.22% |
John Gallagher Gallagher Capital Advisors, LLC | 1,096 | $209,890.06 | $239,136.24 | $29,246.18 | 13.93% |
Ben Warren Tumwater Wealth Management, LLC | 1,107 | $195,650.89 | $241,536.33 | $45,885.44 | 23.45% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,583 | $425,357.44 | $563,895.76 | $138,538.32 | 32.57% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 20,370 | $3.45M | $4.45M | $998,417.86 | 28.95% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 3,638 | $643,111.03 | $793,775.22 | $150,664.19 | 23.43% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 14,631 | $2.87M | $3.19M | $321,735.89 | 11.21% |