| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 455 | $327,695.52 | $332,632.3 | $4,936.78 | 1.51% |
Angela Pompian Sunpointe, LLC | 1,705 | $749,998.17 | $1.28M | $527,012.7 | 70.27% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 3,048 | $2.01M | $2.26M | $252,680.77 | 12.58% |
Kyle Jones Pineridge Advisors LLC | 117 | $38,164.59 | $87,630.66 | $49,466.07 | 129.61% |
Michael Koch Counterweight Ventures, LLC | 3,113 | $1.13M | $2.26M | $1.13M | 100.24% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 292 | $206,870 | $212,345.32 | $5,475.32 | 2.65% |
Jay S. Arce Taylor Financial Group, Inc. | 1,768 | $528,936.07 | $1.3M | $772,285.41 | 146.01% |
Sean Rooney Prospect Financial Services LLC | 209 | $222,565 | $153,732.04 | -$68,832.96 | -30.93% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,652 | $3.12M | $4.17M | $1.05M | 33.7% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,227 | $1.62M | $1.67M | $47,411.11 | 2.93% |
Ashley Meredith Abel Hall, LLC | 1,752 | $929,535.18 | $1.27M | $343,643.22 | 36.97% |
| CI CacheTech Inc. CacheTech Inc. | 1,315 | $514,527.44 | $971,955.95 | $457,428.51 | 88.9% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,447 | $564,051.97 | $1.07M | $506,945.08 | 89.88% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 694 | $739,504.74 | $504,961.34 | -$234,543.4 | -31.72% |
Cornelius T. McDonald III Wealth Group, Ltd. | 19,039 | $16.47M | $14.03M | -$2.44M | -14.82% |
Erik Roemer GERBER, LLC | 262 | $278,976 | $191,537.72 | -$87,438.28 | -31.34% |
Nitin Kumbhani Accent Capital Management, LLC | 980 | $694,290.8 | $734,000.38 | $39,709.58 | 5.72% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 757 | $433,663 | $559,695.52 | $126,032.52 | 29.06% |
Nicholas Jeffries M3 Advisory Group, LLC | 449 | $269,693.9 | $332,318.37 | $62,624.47 | 23.22% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 5,968 | $3.87M | $4.47M | $599,727.19 | 15.5% |