| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 904 | $215,098 | $238,728.31 | $23,630.31 | 10.99% |
Brian Distler Lakeridge Wealth Management LLC | 1,013 | $241,001 | $267,513.03 | $26,512.03 | 11% |
Brandon Hobson Silver Coast Investments LLC | 2,972 | $556,680.22 | $784,845.72 | $228,165.5 | 40.99% |
Kyle Jones Pineridge Advisors LLC | 16 | $3,379.87 | $4,225.28 | $845.41 | 25.01% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,562 | $340,378.66 | $416,960.28 | $76,581.62 | 22.5% |
Ashley Meredith Abel Hall, LLC | 1,651 | $345,653.46 | $435,996.06 | $90,342.6 | 26.14% |
| CI CacheTech Inc. CacheTech Inc. | 4,563 | $1.01M | $1.23M | $218,404.09 | 21.58% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 97 | $16,781.98 | $25,615.76 | $8,833.78 | 52.64% |
Nitin Kumbhani Accent Capital Management, LLC | 29 | $6,927 | $7,419.36 | $492.36 | 7.11% |
Columbia Bank Columbia Bank | 9,477 | $1.69M | $2.5M | $816,572.91 | 48.43% |
| WL Wealthcollab LLC WealthCollab, LLC | 392 | $69,583.47 | $104,640.48 | $35,057.01 | 50.38% |
Ian Jameson American Capital Advisory, LLC | 15 | $3,205.31 | $3,961.2 | $755.89 | 23.58% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,571 | $651,743.01 | $933,495.11 | $281,752.1 | 43.23% |
David Maxey Heritage Family Offices, LLP | 1,408 | $335,024 | $371,824.62 | $36,800.62 | 10.98% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,983 | $979,589.03 | $1.32M | $336,321.55 | 34.33% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 520 | $111,602.84 | $136,531.2 | $24,928.36 | 22.34% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 4,497 | $946,249.65 | $1.18M | $234,482.67 | 24.78% |
Janice M. Powell Diversify Advisory Services, LLC | 9,450 | $2.25M | $2.52M | $274,050 | 12.19% |
Kevyn Hill Hilltop National Bank | 164 | $28,373.68 | $43,309.12 | $14,935.44 | 52.64% |
Richard Crinion Mediolanum International Funds Ltd | 41,053 | $9.19M | $10.84M | $1.65M | 17.93% |