| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 2,973 | $1.25M | $1.46M | $212,473.84 | 17.03% |
Patrick Gaul Oceanside Advisors LLC | 1,462 | $545,065.25 | $715,078.81 | $170,013.56 | 31.19% |
Todd A. Rustman Clarity Capital Partners LLC | 721 | $330,975.53 | $353,380.12 | $22,404.59 | 6.77% |
D. Garet Strange Hobbs Group Advisors, LLC | 977 | $428,161.15 | $479,775.39 | $51,614.24 | 12.05% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 4,772 | $2.37M | $2.35M | -$25,843.75 | -1.09% |
Kyle Jones Pineridge Advisors LLC | 91 | $36,392.39 | $44,720.13 | $8,327.74 | 22.88% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,163 | $1.47M | $1.55M | $79,671.38 | 5.42% |
Jay S. Arce Taylor Financial Group, Inc. | 9,323 | $3.33M | $4.57M | $1.24M | 37.42% |
Sean Rooney Prospect Financial Services LLC | 903 | $435,379.57 | $442,582.87 | $7,203.3 | 1.65% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,804 | $896,868.22 | $885,818.12 | -$11,050.1 | -1.23% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 13,460 | $6.17M | $6.61M | $447,741.41 | 7.26% |
Scott Wallace Shorepath Capital Management LLC | 15,735 | $5.66M | $7.71M | $2.06M | 36.33% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,569 | $4.22M | $4.21M | -$6,943.8 | -0.16% |
Stephanie Ternes Wealth Forward, LLC | 2,431 | $914,490.02 | $1.19M | $277,003.85 | 30.29% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 417 | $176,262.26 | $204,382.12 | $28,119.86 | 15.95% |
Ashley Meredith Abel Hall, LLC | 5,233 | $2.3M | $2.57M | $268,910.84 | 11.68% |
| CI CacheTech Inc. CacheTech Inc. | 585 | $280,332 | $286,723.12 | $6,391.12 | 2.28% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 320 | $162,531.87 | $156,840 | -$5,691.87 | -3.5% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,844 | $927,052.21 | $903,790.5 | -$23,261.71 | -2.51% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,314 | $2.66M | $3.58M | $916,795.88 | 34.41% |