| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 49,051 | $1.45M | $2.21M | $760,364.2 | 52.43% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 2.51M | $84.85M | $113.71M | $28.86M | 34.01% |
Ashley Meredith Abel Hall, LLC | 1.14M | $35.9M | $51.55M | $15.65M | 43.59% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 9,232 | $319,335 | $415,486.16 | $96,151.16 | 30.11% |
Jessica Vickery BlueChip Wealth Advisors LLC | 5,461 | $159,624.34 | $247,110.25 | $87,485.91 | 54.81% |
Mark VanderPol VanderPol Investments L.L.C. | 17,074 | $527,297.75 | $768,244.63 | $240,946.88 | 45.69% |
Michael Bailey MGB Wealth Management, LLC | 25,871 | $759,928.1 | $1.16M | $404,525.61 | 53.23% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 61,978 | $1.82M | $2.8M | $982,733.08 | 54.09% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 7,776 | $302,175.36 | $350,814.24 | $48,638.88 | 16.1% |
Douglas E. Morisoli Fairman Group, LLC | 10,674 | $313,583.75 | $479,849.67 | $166,265.92 | 53.02% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 729,792 | $28.36M | $32.89M | $4.53M | 15.98% |
Thaddeus Gilliam Verisail Partners, LLC | 2.18M | $75.35M | $97.22M | $21.87M | 29.02% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 32,782 | $785,078.08 | $1.47M | $682,899.88 | 86.98% |
| WL Wealthcollab LLC WealthCollab, LLC | 71,464 | $2.09M | $3.22M | $1.13M | 54.17% |
Ian Jameson American Capital Advisory, LLC | 724,338 | $21.96M | $32.63M | $10.67M | 48.59% |
Michael Stringer Lane & Associates LLC | 35,848 | $982,294.04 | $1.62M | $638,035.56 | 64.95% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 60,673 | $2.24M | $2.73M | $492,204.38 | 21.97% |
Mark Weiskind Fairway Wealth LLC | 779 | $34,556 | $35,121.21 | $565.21 | 1.64% |
Joel W. Lake Capstone Wealth Management, LLC | 396,182 | $13.74M | $17.92M | $4.18M | 30.43% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 71,061 | $2.45M | $3.21M | $757,789.96 | 30.9% |