| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 9,268 | $912,731.52 | $1.11M | $193,775 | 21.23% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 195 | $23,654.54 | $23,181.6 | -$472.94 | -2% |
Angela Pompian Sunpointe, LLC | 2,463 | $246,296.35 | $297,604.29 | $51,307.94 | 20.83% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,306 | $339,671.75 | $398,306.88 | $58,635.13 | 17.26% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 16,380 | $2.07M | $1.96M | -$109,765.6 | -5.29% |
Kyle Jones Pineridge Advisors LLC | 432 | $43,415.74 | $52,226.64 | $8,810.9 | 20.29% |
Michael Koch Counterweight Ventures, LLC | 23,961 | $2.61M | $2.86M | $254,858.18 | 9.77% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 1,981 | $215,197.15 | $237,145.51 | $21,948.36 | 10.2% |
Jay S. Arce Taylor Financial Group, Inc. | 2,009 | $245,037.3 | $239,553.16 | -$5,484.14 | -2.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,610 | $417,531.64 | $436,737.8 | $19,206.16 | 4.6% |
Ashley Meredith Abel Hall, LLC | 4,832 | $609,864.79 | $578,487.04 | -$31,377.75 | -5.15% |
| CI CacheTech Inc. CacheTech Inc. | 8,315 | $1.04M | $1M | -$39,686.65 | -3.82% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 6,482 | $651,443.54 | $775,927.81 | $124,484.27 | 19.11% |
Cornelius T. McDonald III Wealth Group, Ltd. | 40,921 | $4.61M | $4.88M | $263,530.01 | 5.71% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,608 | $255,262.33 | $311,877.68 | $56,615.35 | 22.18% |
Michael Bailey MGB Wealth Management, LLC | 1,982 | $233,786.83 | $239,445.42 | $5,658.59 | 2.42% |
David Quinn Pine Harbor Wealth Management, LLC | 3,245 | $315,863.55 | $386,317.25 | $70,453.7 | 22.31% |
Fox Hill Wealth Management Fox Hill Wealth Management | 30,074 | $3.13M | $3.58M | $444,025.8 | 14.18% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 3,458 | $412,368.31 | $414,095.5 | $1,727.19 | 0.42% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,357 | $1.14M | $1.25M | $110,478.61 | 9.68% |