| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 702 | $33,118.22 | $46,725.12 | $13,606.9 | 41.09% |
Nathan Edwards IMG Wealth Management, Inc. | 257 | $11,907.28 | $17,487.56 | $5,580.28 | 46.86% |
Rana Choubah Meridian Financial Advisors, LLC | 5,625 | $255,599.45 | $379,546.87 | $123,947.42 | 48.49% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 47,440 | $2.16M | $3.21M | $1.05M | 48.52% |
Jane King Fairfield Financial Advisors, LTD | 41,834 | $1.76M | $2.82M | $1.07M | 60.59% |
| TAL TPG Advisors LLC TPG Advisors LLC | 3,702 | $227,670 | $252,624.48 | $24,954.48 | 10.96% |
Eric Schmid Ted Buchan & Co | 187,481 | $8.38M | $12.44M | $4.06M | 48.47% |
Samantha Cox Capital Investment Counsel, LLC | 30,907 | $1.89M | $2.09M | $200,007.9 | 10.6% |
Greg Reidy Granite FO LLC | 14,295 | $614,095.37 | $966,770.85 | $352,675.48 | 57.43% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 5,696 | $302,514.56 | $380,720.64 | $78,206.08 | 25.85% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,556 | $66,643.48 | $105,979.16 | $39,335.68 | 59.02% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,111 | $313,099.64 | $343,816.97 | $30,717.33 | 9.81% |
Teresa Coleman Creekside Partners | 10,262 | $466,950.3 | $690,427.36 | $223,477.06 | 47.86% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,721 | $178,947.61 | $252,581.48 | $73,633.87 | 41.15% |
Taryn Anderson YANKCOM Partnership | 4,632 | $198,388.56 | $308,305.92 | $109,917.36 | 55.41% |
Andrew Snider Maiden Cove Capital, LLC | 20,660 | $978,547.49 | $1.38M | $399,681.11 | 40.84% |
David Levy Diversified Enterprises LLC | 17,622 | $776,993.29 | $1.2M | $418,835.63 | 53.9% |
Pines Wealth Management LLC Pines Wealth Management LLC | 40,846 | $1.81M | $2.75M | $936,106.5 | 51.68% |
Matthew Riley Hickory Point Bank & Trust | 2,026 | $124,113 | $137,484.36 | $13,371.36 | 10.77% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 6,696 | $299,360.33 | $450,339.48 | $150,979.15 | 50.43% |