| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Pilacinski True Vision MN LLC | 2,823 | $545,240.63 | $766,670.31 | $221,429.68 | 40.61% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 279 | $53,956.49 | $75,770.82 | $21,814.33 | 40.43% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 4,901 | $1.08M | $1.36M | $284,405.01 | 26.45% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 68,695 | $10.44M | $18.66M | $8.22M | 78.74% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 3,574 | $772,521.76 | $970,626.88 | $198,105.12 | 25.64% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 5,447 | $1.06M | $1.46M | $392,433.54 | 36.9% |
Cornelius T. McDonald III Wealth Group, Ltd. | 101,352 | $23.08M | $27.53M | $4.45M | 19.28% |
Erik Roemer GERBER, LLC | 2,927 | $474,416.47 | $794,914.63 | $320,498.16 | 67.56% |
Nitin Kumbhani Accent Capital Management, LLC | 45,350 | $10.53M | $12.12M | $1.59M | 15.11% |
Philip Smith SWP FINANCIAL LLC | 1,132 | $269,801 | $307,428.55 | $37,627.55 | 13.95% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 38,738 | $6.43M | $10.52M | $4.09M | 63.71% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 5,808 | $1.09M | $1.59M | $507,858.15 | 46.76% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 3,347 | $556,608.38 | $908,978.23 | $352,369.85 | 63.31% |
Nicholas Jeffries M3 Advisory Group, LLC | 10,146 | $1.78M | $2.76M | $979,030.14 | 55.11% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 4,308 | $777,189.71 | $1.18M | $405,097.81 | 52.12% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 85,673 | $16.66M | $23.27M | $6.61M | 39.64% |
Matthew Smith Ravenswood Partners LP | 67,003 | $14.71M | $18.24M | $3.54M | 24.05% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,271 | $880,656.81 | $1.16M | $279,261.33 | 31.71% |
Mark VanderPol VanderPol Investments L.L.C. | 2,847 | $469,236.83 | $773,188.23 | $303,951.4 | 64.78% |
Gregg L. Kudisch Gallo Partners, LP | 4,192 | $999,120 | $1.12M | $121,317.76 | 12.14% |