| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Garner ARK & TLK INVESTMENTS, LLC | 1,533 | $271,964.45 | $383,280.66 | $111,316.21 | 40.93% |
Ashley Meredith Abel Hall, LLC | 28,115 | $5.68M | $7.03M | $1.35M | 23.81% |
| CI CacheTech Inc. CacheTech Inc. | 21,424 | $4.32M | $5.36M | $1.04M | 24.12% |
Darin Pilacinski True Vision MN LLC | 2,823 | $545,240.63 | $705,806.46 | $160,565.83 | 29.45% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 279 | $53,956.49 | $69,755.58 | $15,799.09 | 29.28% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 6,740 | $1.48M | $1.69M | $206,446.1 | 13.96% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 70,553 | $10.72M | $17.64M | $6.92M | 64.55% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 3,404 | $732,003.97 | $851,068.08 | $119,064.11 | 16.27% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 6,605 | $1.27M | $1.65M | $379,061.54 | 29.79% |
Cornelius T. McDonald III Wealth Group, Ltd. | 20,608 | $3.86M | $5.15M | $1.29M | 33.55% |
Erik Roemer GERBER, LLC | 2,927 | $474,416.47 | $731,808.54 | $257,392.07 | 54.25% |
Philip Smith SWP FINANCIAL LLC | 1,032 | $226,719.42 | $258,020.64 | $31,301.22 | 13.81% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 4,433 | $778,999.88 | $1.11M | $329,338.78 | 42.28% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 3,347 | $556,608.38 | $836,816.94 | $280,208.56 | 50.34% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 3,838 | $676,085.34 | $959,576.76 | $283,491.42 | 41.93% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 67,598 | $12.76M | $16.9M | $4.14M | 32.42% |
Mark VanderPol VanderPol Investments L.L.C. | 2,847 | $469,236.83 | $711,806.94 | $242,570.11 | 51.69% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 1,470 | $227,635.64 | $367,529.4 | $139,893.76 | 61.45% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 9,669 | $1.65M | $2.42M | $772,312.1 | 46.94% |
David Quinn Pine Harbor Wealth Management, LLC | 5,549 | $877,899.34 | $1.39M | $509,461.64 | 58.03% |