| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 30,312 | $1.45M | $1.64M | $189,175.12 | 13.08% |
Todd A. Rustman Clarity Capital Partners LLC | 8,615 | $303,834.45 | $445,567.8 | $141,733.35 | 46.65% |
D. Garet Strange Hobbs Group Advisors, LLC | 26,302 | $902,204.95 | $1.42M | $517,050.97 | 57.31% |
Kyle Jones Pineridge Advisors LLC | 75 | $3,293.06 | $3,854.25 | $561.19 | 17.04% |
Jay S. Arce Taylor Financial Group, Inc. | 4,363 | $206,457 | $225,937.95 | $19,480.95 | 9.44% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 49,273 | $2.01M | $2.66M | $649,120.28 | 32.3% |
Scott Wallace Shorepath Capital Management LLC | 266,778 | $9.1M | $13.69M | $4.59M | 50.37% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 28,037 | $1.4M | $1.44M | $42,861.43 | 3.07% |
Ashley Meredith Abel Hall, LLC | 10,381 | $572,414.54 | $538,099.13 | -$34,315.41 | -5.99% |
Darin Pilacinski True Vision MN LLC | 4,218 | $230,427.53 | $218,323.68 | -$12,103.85 | -5.25% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $4,875 | $5,396 | $521 | 10.69% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 92,924 | $3.13M | $4.82M | $1.69M | 53.84% |
Cornelius T. McDonald III Wealth Group, Ltd. | 22,994 | $1.31M | $1.19M | -$120,028.68 | -9.16% |
Erik Roemer GERBER, LLC | 5,114 | $175,077.29 | $264,700.64 | $89,623.35 | 51.19% |
Nitin Kumbhani Accent Capital Management, LLC | 30,638 | $1.75M | $1.57M | -$171,266.18 | -9.81% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 78,731 | $2.75M | $4.04M | $1.28M | 46.63% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 4,046 | $230,541 | $210,088.55 | -$20,452.45 | -8.87% |
Nicholas Jeffries M3 Advisory Group, LLC | 16,005 | $574,007.95 | $822,496.95 | $248,489 | 43.29% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 13,701 | $476,087.07 | $708,752.73 | $232,665.66 | 48.87% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,326 | $296,649.98 | $341,350.96 | $44,700.98 | 15.07% |