| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 705 | $685,097.23 | $690,512.25 | $5,415.02 | 0.79% |
Todd A. Rustman Clarity Capital Partners LLC | 475 | $344,122.02 | $465,238.75 | $121,116.73 | 35.2% |
Kyle Jones Pineridge Advisors LLC | 6 | $5,497.71 | $5,876.7 | $378.99 | 6.89% |
Michael Koch Counterweight Ventures, LLC | 3,801 | $2.62M | $3.72M | $1.1M | 41.95% |
Jay S. Arce Taylor Financial Group, Inc. | 641 | $425,750.16 | $627,827.45 | $202,077.29 | 47.46% |
Sean Rooney Prospect Financial Services LLC | 298 | $259,235.54 | $291,876.1 | $32,640.56 | 12.59% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,053 | $2.84M | $2.99M | $154,101.3 | 5.43% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 326 | $335,730 | $319,300.7 | -$16,429.3 | -4.89% |
Stacy Creekmur Creekmur Asset Management LLC | 1,555 | $1.54M | $1.52M | -$14,424.18 | -0.94% |
Ashley Meredith Abel Hall, LLC | 830 | $653,618.11 | $812,943.5 | $159,325.39 | 24.38% |
| CI CacheTech Inc. CacheTech Inc. | 213 | $212,240 | $208,622.85 | -$3,617.15 | -1.7% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2,039 | $1.36M | $2M | $641,541.7 | 47.33% |
Cornelius T. McDonald III Wealth Group, Ltd. | 1,840 | $1.65M | $1.8M | $154,279.88 | 9.36% |
Nitin Kumbhani Accent Capital Management, LLC | 340 | $272,459.28 | $333,013 | $60,553.72 | 22.22% |
Philip Smith SWP FINANCIAL LLC | 286 | $197,340.82 | $280,122.7 | $82,781.88 | 41.95% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 4,999 | $3.43M | $4.9M | $1.47M | 42.81% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 235 | $210,809.27 | $230,170.75 | $19,361.48 | 9.18% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 341 | $267,355.08 | $333,992.45 | $66,637.37 | 24.92% |
Nicholas Jeffries M3 Advisory Group, LLC | 872 | $663,157.58 | $854,080.4 | $190,922.82 | 28.79% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,439 | $2.91M | $3.37M | $459,944.36 | 15.81% |