| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 4,772 | $2.37M | $2.53M | $162,077.61 | 6.84% |
Kyle Jones Pineridge Advisors LLC | 91 | $36,392.39 | $48,107.15 | $11,714.76 | 32.19% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,163 | $1.47M | $1.67M | $201,304.55 | 13.69% |
Jay S. Arce Taylor Financial Group, Inc. | 9,323 | $3.33M | $4.93M | $1.6M | 48.18% |
Sean Rooney Prospect Financial Services LLC | 903 | $435,379.57 | $474,914.79 | $39,535.22 | 9.08% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,804 | $896,868.22 | $958,537.36 | $61,669.14 | 6.88% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 7,750 | $3.58M | $4.1M | $517,274.91 | 14.45% |
Scott Wallace Shorepath Capital Management LLC | 15,735 | $5.66M | $8.14M | $2.48M | 43.88% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,409 | $5.16M | $5.36M | $199,114.15 | 3.86% |
Stephanie Ternes Wealth Forward, LLC | 2,360 | $889,167.16 | $1.25M | $361,467.64 | 40.65% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 417 | $176,262.26 | $220,269.82 | $44,007.56 | 24.97% |
Ashley Meredith Abel Hall, LLC | 5,155 | $2.27M | $2.72M | $449,675.03 | 19.77% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 320 | $162,531.87 | $169,337.6 | $6,805.73 | 4.19% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,836 | $923,030.29 | $975,301.6 | $52,271.31 | 5.66% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,018 | $2.56M | $3.71M | $1.15M | 44.98% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 738 | $360,113.02 | $390,040.38 | $29,927.36 | 8.31% |
Cornelius T. McDonald III Wealth Group, Ltd. | 8,970 | $4.42M | $4.73M | $318,976.05 | 7.22% |
Erik Roemer GERBER, LLC | 1,971 | $720,267.98 | $1.04M | $320,912.77 | 44.55% |
Nitin Kumbhani Accent Capital Management, LLC | 360 | $180,140 | $190,353.6 | $10,213.6 | 5.67% |
Philip Smith SWP FINANCIAL LLC | 1,764 | $731,575.97 | $931,162.68 | $199,586.71 | 27.28% |