| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Dixon Cannon Financial Strategists, Inc. | 395,858 | $23M | $35.39M | $12.38M | 53.84% |
| FFL Farrell Financial LLC Farrell Financial LLC | 8,378 | $513,012.95 | $713,805.6 | $200,792.65 | 39.14% |
David Archibald Squire Investment Management Company, LLC | 7,728 | $665,690 | $658,425.6 | -$7,264.4 | -1.09% |
Neisy Arnez Drucker Wealth 3.0, LLC | 69,031 | $4.3M | $5.88M | $1.58M | 36.68% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 3,664 | $279,458.46 | $326,755.52 | $47,297.06 | 16.92% |
Andrew Bowers BridgePort Financial Solutions, LLC | 61,807 | $4.15M | $5.27M | $1.12M | 26.95% |
Carmen McClennon WR Wealth Planners, LLC | 6,990 | $324,679.75 | $595,548 | $270,868.25 | 83.43% |
Matthew Richmond Richmond Investment Services, LLC | 53,583 | $3.92M | $4.57M | $649,265.21 | 16.58% |
David A Rozenson Fairscale Capital, LLC | 8,940 | $596,150.14 | $799,146.6 | $202,996.46 | 34.05% |
Chris Bulman Inc. Chris Bulman Inc | 58,911 | $3.7M | $5.02M | $1.32M | 35.56% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,286 | $329,502.81 | $450,367.2 | $120,864.39 | 36.68% |
Scott Geppert Stonekeep Investments, LLC | 4,824 | $352,475.21 | $411,004.8 | $58,529.59 | 16.61% |
Rana Choubah Meridian Financial Advisors, LLC | 9,624 | $439,327.23 | $819,964.8 | $380,637.57 | 86.64% |
Holly Breeden Fort Vancouver Investment Management, LLC | 43,830 | $2.73M | $3.73M | $1M | 36.68% |
Chad Warrick Summit Wealth Partners, LLC | 100,914 | $6.69M | $8.6M | $1.9M | 28.43% |
Eric Schmid Ted Buchan & Co | 90,120 | $6.49M | $7.68M | $1.18M | 18.22% |
Samantha Cox Capital Investment Counsel, LLC | 26,097 | $2.01M | $2.22M | $211,472.9 | 10.51% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 34,068 | $2.33M | $2.9M | $574,022.66 | 24.65% |
Greg Reidy Granite FO LLC | 6,168 | $219,087.36 | $525,513.6 | $306,426.24 | 139.86% |
Jackie Berry Hershey Financial Advisers, LLC | 8,042 | $585,441.52 | $717,185.56 | $131,744.04 | 22.5% |