| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BCI Blue Capital Inc. Blue Capital, Inc. | 14,692 | $780,292 | $884,164.56 | $103,872.56 | 13.31% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 50,872 | $2.32M | $3.03M | $712,807.98 | 30.77% |
Jane King Fairfield Financial Advisors, LTD | 43,449 | $1.83M | $2.61M | $786,294.33 | 43% |
Chad Warrick Summit Wealth Partners, LLC | 59,905 | $3.57M | $3.57M | $152.77 | - |
Eric Schmid Ted Buchan & Co | 187,481 | $8.38M | $11.16M | $2.78M | 33.2% |
Samantha Cox Capital Investment Counsel, LLC | 32,409 | $1.98M | $1.93M | -$48,116.61 | -2.43% |
Greg Reidy Granite FO LLC | 14,295 | $614,095.37 | $851,267.25 | $237,171.88 | 38.62% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 5,696 | $302,514.56 | $342,785.28 | $40,270.72 | 13.31% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,556 | $66,643.48 | $92,659.8 | $26,016.32 | 39.04% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,111 | $313,099.64 | $316,422.01 | $3,322.37 | 1.06% |
Teresa Coleman Creekside Partners | 10,262 | $466,950.3 | $611,102.1 | $144,151.8 | 30.87% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,721 | $178,947.61 | $221,585.55 | $42,637.94 | 23.83% |
Taryn Anderson YANKCOM Partnership | 4,764 | $204,042.12 | $283,696.2 | $79,654.08 | 39.04% |
Andrew Snider Maiden Cove Capital, LLC | 20,660 | $978,547.49 | $1.23M | $251,755.51 | 25.73% |
David Levy Diversified Enterprises LLC | 17,622 | $776,993.29 | $1.05M | $272,396.81 | 35.06% |
Pines Wealth Management LLC Pines Wealth Management LLC | 40,846 | $1.81M | $2.43M | $621,183.84 | 34.3% |
Matthew Riley Hickory Point Bank & Trust | 2,026 | $124,113 | $120,648.3 | -$3,464.7 | -2.79% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 6,696 | $299,360.33 | $398,746.8 | $99,386.47 | 33.2% |
Seneschal Advisors LLC Seneschal Advisors LLC | 1,363 | $61,339.87 | $84,383.33 | $23,043.46 | 37.57% |
Curtis Harrell Tounjian Advisory Partners LLC | 13 | $796.29 | $747.24 | -$49.05 | -6.16% |