| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 5,928 | $309,983.03 | $687,588.72 | $377,605.69 | 121.81% |
Angela Pompian Sunpointe, LLC | 3,827 | $295,879.82 | $443,893.73 | $148,013.91 | 50.03% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 33,428 | $2.24M | $3.88M | $1.64M | 73.11% |
Kyle Jones Pineridge Advisors LLC | 2,698 | $154,718.02 | $312,941.02 | $158,223 | 102.27% |
Michael Koch Counterweight Ventures, LLC | 19,853 | $1M | $2.3M | $1.3M | 129.6% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 34,495 | $1.96M | $4M | $2.04M | 104.37% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 17,328 | $1.29M | $2.1M | $812,041.07 | 62.86% |
Ashley Meredith Abel Hall, LLC | 11,583 | $858,896.52 | $1.34M | $484,615.65 | 56.42% |
| CI CacheTech Inc. CacheTech Inc. | 10,018 | $722,658.25 | $1.16M | $439,329.57 | 60.79% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,100 | $69,972.82 | $127,589 | $57,616.18 | 82.34% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 3,674 | $255,062.13 | $446,391 | $191,328.87 | 75.01% |
Cornelius T. McDonald III Wealth Group, Ltd. | 32,251 | $3.47M | $3.74M | $269,089.02 | 7.75% |
Erik Roemer GERBER, LLC | 4,872 | $249,144.24 | $565,103.28 | $315,959.04 | 126.82% |
Nitin Kumbhani Accent Capital Management, LLC | 9,369 | $726,940.71 | $1.09M | $359,769.6 | 49.49% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,228 | $261,701 | $270,523.76 | $8,822.76 | 3.37% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 6,971 | $378,802.08 | $808,566.29 | $429,764.21 | 113.45% |
Nicholas Jeffries M3 Advisory Group, LLC | 5,089 | $280,427.28 | $590,273.11 | $309,845.83 | 110.49% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 31,083 | $1.94M | $3.61M | $1.66M | 85.43% |
Jessica Vickery BlueChip Wealth Advisors LLC | 11,887 | $813,308.99 | $1.38M | $565,464.14 | 69.53% |
Mark VanderPol VanderPol Investments L.L.C. | 3,026 | $179,623.49 | $350,985.74 | $171,362.25 | 95.4% |