| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,111 | $4M | $3.86M | -$141,608.59 | -3.54% |
Stephanie Ternes Wealth Forward, LLC | 2,431 | $914,490.02 | $1.16M | $241,985.3 | 26.46% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 624 | $250,090.8 | $296,849.28 | $46,758.48 | 18.7% |
Stacy Creekmur Creekmur Asset Management LLC | 2,260 | $813,033.87 | $1.08M | $262,093.33 | 32.24% |
Ashley Meredith Abel Hall, LLC | 3,194 | $1.33M | $1.52M | $193,796.28 | 14.62% |
| CI CacheTech Inc. CacheTech Inc. | 585 | $280,332 | $278,296.2 | -$2,035.8 | -0.73% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 320 | $162,531.87 | $152,230.4 | -$10,301.47 | -6.34% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,970 | $990,397.42 | $937,168.4 | -$53,229.02 | -5.37% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,231 | $2.62M | $3.44M | $816,959.47 | 31.15% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 433 | $207,494 | $205,986.76 | -$1,507.24 | -0.73% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,371 | $1.11M | $1.13M | $14,346.68 | 1.29% |
Erik Roemer GERBER, LLC | 1,971 | $720,267.98 | $937,644.12 | $217,376.14 | 30.18% |
Philip Smith SWP FINANCIAL LLC | 1,399 | $554,529.83 | $665,532.28 | $111,002.45 | 20.02% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 997 | $392,611.34 | $474,292.84 | $81,681.5 | 20.8% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 755 | $277,819.73 | $359,168.6 | $81,348.87 | 29.28% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 20,783 | $8.69M | $9.89M | $1.2M | 13.77% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 5,277 | $2.64M | $2.51M | -$130,899.78 | -4.96% |
Mark VanderPol VanderPol Investments L.L.C. | 670 | $314,577.17 | $318,732.4 | $4,155.23 | 1.32% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 606 | $218,208.25 | $288,286.32 | $70,078.07 | 32.11% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 9,728 | $3.96M | $4.63M | $664,519.52 | 16.77% |