| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 33,428 | $2.24M | $3.63M | $1.39M | 62.12% |
Kyle Jones Pineridge Advisors LLC | 2,698 | $154,718.02 | $306,600.72 | $151,882.7 | 98.17% |
Michael Koch Counterweight Ventures, LLC | 19,853 | $1M | $2.16M | $1.16M | 115.58% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 34,495 | $1.96M | $3.97M | $2.01M | 102.75% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 17,328 | $1.29M | $1.97M | $677,229.23 | 52.42% |
Ashley Meredith Abel Hall, LLC | 11,583 | $858,896.52 | $1.26M | $404,403.37 | 47.08% |
| CI CacheTech Inc. CacheTech Inc. | 12,472 | $1.01M | $1.36M | $347,545.17 | 34.38% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,100 | $69,972.82 | $126,577 | $56,604.18 | 80.89% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 3,674 | $255,062.13 | $398,445.3 | $143,383.17 | 56.21% |
Cornelius T. McDonald III Wealth Group, Ltd. | 32,251 | $3.47M | $3.54M | $69,777.84 | 2.01% |
Erik Roemer GERBER, LLC | 4,872 | $249,144.24 | $533,094.24 | $283,950 | 113.97% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,228 | $261,701 | $242,740.6 | -$18,960.4 | -7.25% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 6,971 | $378,802.08 | $763,917.03 | $385,114.95 | 101.67% |
Nicholas Jeffries M3 Advisory Group, LLC | 5,089 | $280,427.28 | $551,596.71 | $271,169.43 | 96.7% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 31,083 | $1.94M | $3.58M | $1.63M | 83.96% |
Jessica Vickery BlueChip Wealth Advisors LLC | 11,887 | $813,308.99 | $1.3M | $482,255.14 | 59.3% |
Mark VanderPol VanderPol Investments L.L.C. | 3,026 | $179,623.49 | $329,440.62 | $149,817.13 | 83.41% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 18,086 | $946,564.37 | $2.08M | $1.13M | 119.86% |
David Quinn Pine Harbor Wealth Management, LLC | 3,956 | $195,387.61 | $433,340.24 | $237,952.63 | 121.78% |
Fox Hill Wealth Management Fox Hill Wealth Management | 5,263 | $386,371.57 | $578,061.6 | $191,690.03 | 49.61% |