| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Roemer GERBER, LLC | 5,114 | $175,077.29 | $316,812.3 | $141,735.01 | 80.96% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 78,731 | $2.75M | $4.88M | $2.12M | 77.05% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 4,046 | $230,541 | $255,545.36 | $25,004.36 | 10.85% |
Nicholas Jeffries M3 Advisory Group, LLC | 16,005 | $574,007.95 | $991,509.75 | $417,501.8 | 72.73% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 13,701 | $476,087.07 | $865,355.16 | $389,268.09 | 81.76% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,326 | $296,649.98 | $391,895.7 | $95,245.72 | 32.11% |
Jessica Vickery BlueChip Wealth Advisors LLC | 7,488 | $257,797.93 | $463,881.6 | $206,083.67 | 79.94% |
Mark VanderPol VanderPol Investments L.L.C. | 4,585 | $241,048 | $284,040.75 | $42,992.75 | 17.84% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 6,405 | $267,263 | $396,789.75 | $129,526.75 | 48.46% |
David Quinn Pine Harbor Wealth Management, LLC | 4,349 | $224,365 | $269,420.55 | $45,055.55 | 20.08% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,744 | $182,520 | $231,940.8 | $49,420.8 | 27.08% |
Douglas E. Morisoli Fairman Group, LLC | 215 | $7,238.99 | $13,319.25 | $6,080.26 | 83.99% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 17,768 | $900,566.23 | $1.1M | $200,161.37 | 22.23% |
Columbia Bank Columbia Bank | 76,897 | $3.04M | $4.76M | $1.72M | 56.66% |
Kelly Harris Glass Wealth Management Co LLC | 85,515 | $3.26M | $5.3M | $2.03M | 62.36% |
Robert Santos Arrowroot Family Office, LLC | 5,308 | $293,486.76 | $335,731 | $42,244.24 | 14.39% |
| WL Wealthcollab LLC WealthCollab, LLC | 437 | $14,707.07 | $27,600.92 | $12,893.85 | 87.67% |
Ian Jameson American Capital Advisory, LLC | 36,934 | $1.34M | $2.29M | $952,248.44 | 71.29% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 37,759 | $1.57M | $2.34M | $765,533.12 | 48.65% |
David Maxey Heritage Family Offices, LLP | 8,378 | $428,224.51 | $519,017.1 | $90,792.59 | 21.2% |