| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Galvin Hopwood Financial Services, Inc. | 805 | $217,103.02 | $285,992.35 | $68,889.33 | 31.73% |
| HAS Hayley A. Snell LRI Investments, LLC | 896 | $214,180 | $318,877.44 | $104,697.44 | 48.88% |
William Howard & Co Financial Advisors Inc. William Howard & Co Financial Advisors Inc | 1,057 | $306,440.3 | $374,886.19 | $68,445.89 | 22.34% |
Jade Eagles WEALTHGARDEN F.S. LLC | 621 | $213,594 | $220,728.24 | $7,134.24 | 3.34% |
Lee Larson Everstar Asset Management, LLC | 730 | $208,269 | $259,040.5 | $50,771.5 | 24.38% |
Beth Steinhaus Breakwater Investment Management | 3,220 | $783,822.52 | $1.13M | $350,599.58 | 44.73% |
Kara Lilian Lynx Investment Advisory | 981 | $245,530.14 | $347,823.36 | $102,293.22 | 41.66% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,704 | $1.03M | $1.31M | $286,896.57 | 27.91% |
| FFL Farrell Financial LLC Farrell Financial LLC | 55,803 | $12.59M | $19.64M | $7.05M | 55.98% |
Andrew Bowers BridgePort Financial Solutions, LLC | 1,226 | $332,334.68 | $433,525.86 | $101,191.18 | 30.45% |
Carmen McClennon WR Wealth Planners, LLC | 17 | $4,585 | $6,046.05 | $1,461.05 | 31.87% |
Serena Grunenwald GEN Financial Management, INC. | 2,904 | $783,208.88 | $1.02M | $238,476.4 | 30.45% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,014 | $221,734.97 | $361,176.66 | $139,441.69 | 62.89% |
Rana Choubah Meridian Financial Advisors, LLC | 1,100 | $243,121.84 | $388,971 | $145,849.16 | 59.99% |
Eric Schmid Ted Buchan & Co | 4,349 | $891,859.51 | $1.55M | $653,927.3 | 73.32% |
Greg Reidy Granite FO LLC | 243 | $63,979 | $86,240.7 | $22,261.7 | 34.8% |
Ben Warren Tumwater Wealth Management, LLC | 15,651 | $4.22M | $5.51M | $1.28M | 30.42% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,158 | $591,011 | $764,039.9 | $173,028.9 | 29.28% |
Teresa Coleman Creekside Partners | 1,200 | $300,007.86 | $425,862 | $125,854.14 | 41.95% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,396 | $436,140.69 | $491,140.72 | $55,000.03 | 12.61% |