| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 12,422 | $2.06M | $2.93M | $877,879.91 | 42.7% |
| WL Wealthcollab LLC WealthCollab, LLC | 5,710 | $1.18M | $1.41M | $236,069.94 | 20.07% |
Jeremy Wallace Wallace Hart LLC | 100 | $20,934 | $24,887 | $3,953 | 18.88% |
David Maxey Heritage Family Offices, LLP | 1,818 | $307,224.95 | $429,338.88 | $122,113.93 | 39.75% |
Mark Weiskind Fairway Wealth LLC | 94,675 | $16.42M | $22.36M | $5.94M | 36.16% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,170 | $454,267.99 | $512,467.2 | $58,199.21 | 12.81% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6 | $1,042.29 | $1,416.96 | $374.67 | 35.95% |
Andrew Panko Tenon Financial LLC | 273,536 | $54.93M | $64.6M | $9.67M | 17.6% |
James J. Karabas Embree Financial Group | 2,101 | $432,501.51 | $496,172.16 | $63,670.65 | 14.72% |
Brian Krause Cascade Financial Partners, LLC | 6,246 | $1.05M | $1.48M | $425,387.02 | 40.53% |
Janice M. Powell Diversify Advisory Services, LLC | 1,707 | $405,558 | $422,209.38 | $16,651.38 | 4.11% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,225 | $465,292 | $550,331.5 | $85,039.5 | 18.28% |
Gillian Curran Prospect Financial Group LLC | 1,692 | $321,446 | $418,499.28 | $97,053.28 | 30.19% |
DAVID REICHERT Atlatl Advisers LLC | 732 | $153,136.85 | $172,869.12 | $19,732.27 | 12.89% |
| HAS Hayley A. Snell LRI Investments, LLC | 437 | $74,640 | $103,201.92 | $28,561.92 | 38.27% |
Bruce Wheadon Transce3nd, LLC | 49 | $10,753 | $11,571.84 | $818.84 | 7.61% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 125,832 | $23.5M | $29.72M | $6.22M | 26.48% |
Michael Dziura Westfuller Advisors, LLC | 5,444 | $1.02M | $1.29M | $270,004.72 | 26.58% |
Kevin Charles Root Oak Root LLC | 6,583 | $1.14M | $1.55M | $417,845.31 | 36.76% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1,707 | $368,083.21 | $403,125.12 | $35,041.91 | 9.52% |