| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,192 | $516,798.87 | $726,261.76 | $209,462.89 | 40.53% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 40 | $21,305.74 | $23,706.8 | $2,401.06 | 11.27% |
Brandon Hobson Silver Coast Investments LLC | 992 | $408,242.96 | $587,928.62 | $179,685.66 | 44.01% |
Angela Pompian Sunpointe, LLC | 1,104 | $495,221.91 | $654,307.66 | $159,085.75 | 32.12% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,245 | $954,786.87 | $1.33M | $375,757.24 | 39.36% |
Kyle Jones Pineridge Advisors LLC | 43 | $17,998.71 | $25,484.81 | $7,486.1 | 41.59% |
Jay S. Arce Taylor Financial Group, Inc. | 545 | $217,929 | $323,005.14 | $105,076.14 | 48.22% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,944 | $1.1M | $1.15M | $57,095.21 | 5.21% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,371 | $702,210.98 | $851,075.7 | $148,864.72 | 21.2% |
Ashley Meredith Abel Hall, LLC | 579 | $278,636.61 | $343,155.92 | $64,519.31 | 23.16% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 336 | $138,008.69 | $199,137.11 | $61,128.42 | 44.29% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 4,016 | $1.66M | $2.38M | $718,973.66 | 43.28% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,114 | $3M | $3.03M | $29,009.59 | 0.97% |
Nitin Kumbhani Accent Capital Management, LLC | 1,750 | $1.11M | $1.08M | -$28,314.47 | -2.54% |
Nicholas Jeffries M3 Advisory Group, LLC | 331 | $209,963 | $196,173.76 | -$13,789.24 | -6.57% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,699 | $1.91M | $2.19M | $284,548.23 | 14.92% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 706 | $299,132 | $418,425.01 | $119,293.01 | 39.88% |
David Quinn Pine Harbor Wealth Management, LLC | 318 | $201,474 | $197,086.87 | -$4,387.13 | -2.18% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 516 | $266,317.28 | $327,422.63 | $61,105.35 | 22.94% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 368 | $233,433.45 | $218,102.55 | -$15,330.9 | -6.57% |