| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 8,926 | $353,219.93 | $412,291.94 | $59,072.01 | 16.72% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 5,713 | $171,123.42 | $263,426.43 | $92,303.01 | 53.94% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 8,760 | $360,648 | $404,580.6 | $43,932.6 | 12.18% |
Matthew Riley Hickory Point Bank & Trust | 6,350 | $244,031 | $291,909.5 | $47,878.5 | 19.62% |
Jared Machen BWM Planning LLC | 28,325 | $1.08M | $1.31M | $225,324.87 | 20.79% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 5,500 | $225,280 | $255,557.5 | $30,277.5 | 13.44% |
VestGen Advisors LLC VestGen Advisors LLC | 16,614 | $677,149.57 | $766,653.03 | $89,503.46 | 13.22% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 8,000 | $309,600 | $367,360 | $57,760 | 18.66% |
Grant Reeves CVFG LLC | 21,730 | $894,625 | $1M | $108,105.85 | 12.08% |
| TM Thomas Morgan Corps Capital Advisors LLC | 8,316 | $342,370 | $382,785.48 | $40,415.48 | 11.8% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 14 | $553 | $643.86 | $90.86 | 16.43% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,187 | $165,794.49 | $192,748.54 | $26,954.05 | 16.26% |
Matthew Chester Tableaux LLC | 6,394 | $263,241 | $294,347.79 | $31,106.79 | 11.82% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 112 | $4,449.38 | $5,140.24 | $690.86 | 15.53% |