| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,063 | $430,610.59 | $561,465.97 | $130,855.38 | 30.39% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 755 | $277,819.73 | $397,650.95 | $119,831.22 | 43.13% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,354 | $551,947.25 | $719,989.5 | $168,042.25 | 30.45% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 20,823 | $8.71M | $11M | $2.28M | 26.22% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 11,136 | $5.53M | $5.92M | $391,409.92 | 7.08% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,688 | $1.13M | $1.43M | $294,968.64 | 26.05% |
Mark VanderPol VanderPol Investments L.L.C. | 670 | $314,577.17 | $354,038.05 | $39,460.88 | 12.54% |
Michael Bailey MGB Wealth Management, LLC | 6,758 | $2.55M | $3.57M | $1.02M | 39.95% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 604 | $217,494.93 | $318,745.9 | $101,250.97 | 46.55% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 10,022 | $4.12M | $5.33M | $1.21M | 29.36% |
David Quinn Pine Harbor Wealth Management, LLC | 5,354 | $2.16M | $2.82M | $663,101.02 | 30.75% |
Fox Hill Wealth Management Fox Hill Wealth Management | 8,160 | $3.3M | $4.29M | $993,582.78 | 30.13% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 513 | $256,700 | $270,612.63 | $13,912.63 | 5.42% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,081 | $514,574.66 | $572,670.57 | $58,095.91 | 11.29% |
Douglas E. Morisoli Fairman Group, LLC | 2,911 | $1.04M | $1.54M | $505,538.83 | 48.69% |
Donald O. Dempster DLK Investment Management, LLC | 1,182 | $444,390.76 | $625,041.59 | $180,650.83 | 40.65% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,562 | $721,197.08 | $827,695.99 | $106,498.91 | 14.77% |
Thaddeus Gilliam Verisail Partners, LLC | 1,555 | $705,435.34 | $823,489.12 | $118,053.78 | 16.73% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,005 | $873,133.04 | $1.06M | $189,156.08 | 21.66% |
Columbia Bank Columbia Bank | 3,401 | $1.48M | $1.81M | $324,860.82 | 21.9% |