| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 4,120 | $1.3M | $1.41M | $117,695.1 | 9.08% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 25,720 | $7.39M | $8.53M | $1.14M | 15.48% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 585 | $220,984 | $197,449.2 | -$23,534.8 | -10.65% |
Ashley Meredith Abel Hall, LLC | 13,241 | $3.53M | $4.49M | $961,395.65 | 27.24% |
| CI CacheTech Inc. CacheTech Inc. | 3,780 | $1.17M | $1.28M | $111,235.75 | 9.5% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 3,407 | $529,055.18 | $1.15M | $625,321.59 | 118.2% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 1,302 | $384,628.57 | $439,854.66 | $55,226.09 | 14.36% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 785 | $261,335.41 | $267,143.35 | $5,807.94 | 2.22% |
Cornelius T. McDonald III Wealth Group, Ltd. | 15,435 | $4.88M | $5.3M | $421,596.79 | 8.64% |
Erik Roemer GERBER, LLC | 906 | $258,437.8 | $309,004.89 | $50,567.09 | 19.57% |
Nitin Kumbhani Accent Capital Management, LLC | 10,779 | $3.27M | $3.6M | $328,961.85 | 10.07% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 10,372 | $3.24M | $3.41M | $169,191.06 | 5.22% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,861 | $454,650.05 | $971,195.06 | $516,545.01 | 113.61% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,640 | $699,875.62 | $908,846.4 | $208,970.78 | 29.86% |
Nicholas Jeffries M3 Advisory Group, LLC | 5,803 | $1.03M | $1.96M | $925,651.58 | 89.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 27,831 | $3.85M | $9.36M | $5.51M | 143.11% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,178 | $279,903.15 | $399,412.68 | $119,509.53 | 42.7% |
Mark VanderPol VanderPol Investments L.L.C. | 2,060 | $295,336.49 | $695,435.4 | $400,098.91 | 135.47% |
Michael Bailey MGB Wealth Management, LLC | 31,511 | $3.59M | $10.52M | $6.93M | 193.26% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,289 | $781,498.25 | $1.44M | $661,321.35 | 84.62% |