| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 980 | $245,186.19 | $335,140.41 | $89,954.22 | 36.69% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,227 | $865,728.75 | $1.1M | $237,840.74 | 27.47% |
| FFL Farrell Financial LLC Farrell Financial LLC | 55,599 | $12.52M | $19.01M | $6.5M | 51.91% |
Andrew Bowers BridgePort Financial Solutions, LLC | 1,226 | $332,334.68 | $419,267.49 | $86,932.81 | 26.16% |
Carmen McClennon WR Wealth Planners, LLC | 17 | $4,585 | $5,813.66 | $1,228.66 | 26.8% |
Serena Grunenwald GEN Financial Management, INC. | 2,904 | $783,208.88 | $993,109.95 | $209,901.07 | 26.8% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,014 | $221,734.97 | $346,767.73 | $125,032.76 | 56.39% |
Rana Choubah Meridian Financial Advisors, LLC | 1,200 | $265,223.82 | $410,376.01 | $145,152.19 | 54.73% |
Eric Schmid Ted Buchan & Co | 4,362 | $894,124.31 | $1.49M | $597,592.49 | 66.84% |
Greg Reidy Granite FO LLC | 243 | $63,979 | $83,101.14 | $19,122.14 | 29.89% |
Ben Warren Tumwater Wealth Management, LLC | 15,693 | $4.23M | $5.37M | $1.13M | 26.8% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,158 | $591,011 | $737,992.86 | $146,981.86 | 24.87% |
Teresa Coleman Creekside Partners | 1,199 | $299,663.93 | $410,034.03 | $110,370.1 | 36.83% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 750 | $213,975 | $256,485.01 | $42,510.01 | 19.87% |
Jared Machen BWM Planning LLC | 1,739 | $457,906.4 | $594,703.24 | $136,796.84 | 29.87% |
Bryan Buchert Kera Capital Partners Inc. | 825 | $235,986.52 | $282,133.51 | $46,146.99 | 19.55% |
Triune Financial Partners LLC Triune Financial Partners LLC | 759 | $200,311.49 | $259,562.83 | $59,251.34 | 29.58% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 3,753 | $964,634 | $1.28M | $318,816.98 | 33.05% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 166 | $44,770.28 | $56,768.68 | $11,998.4 | 26.8% |
Millstone Evans Group LLC Millstone Evans Group LLC | 160 | $43,152 | $54,716.8 | $11,564.8 | 26.8% |