| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 7,931 | $443,139.99 | $977,178.51 | $534,038.52 | 120.51% |
| STY Samer T. Yaghnam Unisphere Establishment | 54,600 | $7.64M | $6.65M | -$987,714 | -12.93% |
Angela Pompian Sunpointe, LLC | 3,771 | $346,622.44 | $471,978.36 | $125,355.92 | 36.16% |
D. Garet Strange Hobbs Group Advisors, LLC | 16,443 | $1.25M | $2.08M | $830,979.71 | 66.51% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 11,054 | $930,914.24 | $1.4M | $464,984.88 | 49.95% |
Kyle Jones Pineridge Advisors LLC | 55 | $4,109.53 | $6,806.52 | $2,696.99 | 65.63% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 148,823 | $10.74M | $18.83M | $8.09M | 75.26% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,508 | $671,838.58 | $680,293.08 | $8,454.5 | 1.26% |
Ashley Meredith Abel Hall, LLC | 5,136 | $605,160.41 | $628,184.16 | $23,023.75 | 3.8% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 40 | $4,537 | $5,020 | $483 | 10.65% |
Nitin Kumbhani Accent Capital Management, LLC | 412 | $57,664 | $51,553.56 | -$6,110.44 | -10.6% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 34,241 | $1.95M | $4.25M | $2.31M | 118.26% |
Jessica Vickery BlueChip Wealth Advisors LLC | 5,122 | $536,033.32 | $648,470.81 | $112,437.49 | 20.98% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,388 | $241,218.25 | $556,047.36 | $314,829.11 | 130.52% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,207 | $250,375.52 | $279,053.08 | $28,677.56 | 11.45% |
Douglas E. Morisoli Fairman Group, LLC | 188 | $9,820.86 | $23,497.18 | $13,676.32 | 139.26% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,652 | $231,214 | $207,821.6 | -$23,392.4 | -10.12% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,905 | $266,623.82 | $238,810.8 | -$27,813.02 | -10.43% |
Columbia Bank Columbia Bank | 7,317 | $507,322.76 | $925,746.84 | $418,424.08 | 82.48% |
| WL Wealthcollab LLC WealthCollab, LLC | 46 | $2,367 | $5,630.63 | $3,263.63 | 137.88% |