| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rana Choubah Meridian Financial Advisors, LLC | 5,622 | $255,431.73 | $320,510.22 | $65,078.49 | 25.48% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 50,872 | $2.32M | $2.9M | $583,593.1 | 25.19% |
Jane King Fairfield Financial Advisors, LTD | 44,413 | $1.87M | $2.53M | $661,358.1 | 35.35% |
Chad Warrick Summit Wealth Partners, LLC | 59,905 | $3.57M | $3.42M | -$151,406.88 | -4.24% |
| TAL TPG Advisors LLC TPG Advisors LLC | 3,666 | $224,564 | $208,998.66 | -$15,565.34 | -6.93% |
Eric Schmid Ted Buchan & Co | 183,958 | $8.19M | $10.49M | $2.29M | 27.98% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 5,864 | $258,323.62 | $334,306.64 | $75,983.02 | 29.41% |
Samantha Cox Capital Investment Counsel, LLC | 31,513 | $1.93M | $1.79M | -$135,820.65 | -7.04% |
Greg Reidy Granite FO LLC | 15,140 | $650,062.8 | $862,223 | $212,160.2 | 32.64% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,559 | $66,771.97 | $88,894.18 | $22,122.21 | 33.13% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 16,777 | $1.03M | $956,456.77 | -$71,302.23 | -6.94% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 58,566 | $3.59M | $3.34M | -$248,905.34 | -6.94% |
Barry Carpenter Cascades Capital Asset Management, LLC | 6,151 | $376,810 | $350,668.51 | -$26,141.49 | -6.94% |
Teresa Coleman Creekside Partners | 10,262 | $466,950.3 | $585,139.24 | $118,188.94 | 25.31% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,817 | $77,813.02 | $103,605.34 | $25,792.32 | 33.15% |
Taryn Anderson YANKCOM Partnership | 4,764 | $204,042.12 | $271,643.28 | $67,601.16 | 33.13% |
Andrew Snider Maiden Cove Capital, LLC | 20,660 | $978,547.49 | $1.18M | $199,485.71 | 20.39% |
David Levy Diversified Enterprises LLC | 18,027 | $794,773.6 | $1.03M | $233,125.94 | 29.33% |
Pines Wealth Management LLC Pines Wealth Management LLC | 46,898 | $2.08M | $2.67M | $595,466.41 | 28.65% |
Matthew Riley Hickory Point Bank & Trust | 2,026 | $124,113 | $116,859.68 | -$7,253.32 | -5.84% |