| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Jeffries M3 Advisory Group, LLC | 947 | $270,551.31 | $336,554.33 | $66,003.02 | 24.4% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,072 | $233,856 | $381,605.2 | $147,749.2 | 63.18% |
David Quinn Pine Harbor Wealth Management, LLC | 2,155 | $541,396.15 | $767,373.95 | $225,977.8 | 41.74% |
Addis & Hill Inc. Addis & Hill, Inc | 187,371 | $42.79M | $65.84M | $23.06M | 53.89% |
Douglas E. Morisoli Fairman Group, LLC | 6,555 | $1.51M | $2.32M | $804,334.84 | 53.19% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1,012 | $260,408.59 | $356,102.56 | $95,693.97 | 36.75% |
| WL Wealthcollab LLC WealthCollab, LLC | 4,475 | $999,031.12 | $1.59M | $590,578.38 | 59.12% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,489 | $918,619 | $1.24M | $321,249.48 | 34.97% |
David Maxey Heritage Family Offices, LLP | 1,340 | $423,122.83 | $475,023.3 | $51,900.47 | 12.27% |
Mark Weiskind Fairway Wealth LLC | 25,840 | $6.82M | $9.16M | $2.34M | 34.33% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,151 | $2.63M | $3.61M | $980,600.53 | 37.26% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 11 | $2,967 | $3,863.31 | $896.31 | 30.21% |
James J. Karabas Embree Financial Group | 2,556 | $562,480.73 | $903,954.96 | $341,474.23 | 60.71% |
Brian Krause Cascade Financial Partners, LLC | 20,716 | $4.86M | $7.33M | $2.47M | 50.86% |
Janice M. Powell Diversify Advisory Services, LLC | 3,704 | $1.26M | $1.31M | $55,523.68 | 4.41% |
Define Financial LLC DEFINE FINANCIAL, LLC | 2,421 | $654,874.21 | $856,089.81 | $201,215.6 | 30.73% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,721 | $856,570.8 | $967,737.25 | $111,166.45 | 12.98% |
Gillian Curran Prospect Financial Group LLC | 1,029 | $277,615.66 | $365,454.49 | $87,838.83 | 31.64% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 518 | $67,778.32 | $184,351.02 | $116,572.7 | 171.99% |
Venkatram Krishnamurthy V2 Financial group LLC | 700 | $215,502 | $249,333 | $33,831 | 15.7% |