| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 1,470 | $192,599.5 | $236,934.6 | $44,335.1 | 23.02% |
Kyle Jones Pineridge Advisors LLC | 2,463 | $253,826.21 | $395,212.98 | $141,386.77 | 55.7% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 3,675 | $481,498.82 | $599,686.5 | $118,187.68 | 24.55% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,870 | $245,052.6 | $299,648.8 | $54,596.2 | 22.28% |
| CI CacheTech Inc. CacheTech Inc. | 7,514 | $931,108.24 | $1.22M | $292,959.93 | 31.46% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 256 | $29,036 | $41,313.28 | $12,277.28 | 42.28% |
Cornelius T. McDonald III Wealth Group, Ltd. | 4,609 | $588,338.02 | $745,505.75 | $157,167.73 | 26.71% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 18,281 | $1.94M | $2.95M | $1.01M | 52.29% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,192 | $313,785 | $356,156.16 | $42,371.16 | 13.5% |
Michael Bailey MGB Wealth Management, LLC | 1,822 | $242,775.51 | $293,551.53 | $50,776.02 | 20.91% |
Kelly Harris Glass Wealth Management Co LLC | 18,381 | $2.09M | $2.95M | $861,083.64 | 41.25% |
| WL Wealthcollab LLC WealthCollab, LLC | 55 | $6,504.39 | $8,817.05 | $2,312.66 | 35.56% |
Ian Jameson American Capital Advisory, LLC | 143 | $18,879.15 | $22,987.25 | $4,108.1 | 21.76% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 1,425 | $203,989 | $232,531.5 | $28,542.5 | 13.99% |
David Maxey Heritage Family Offices, LLP | 6,933 | $774,600.77 | $1.12M | $347,990.59 | 44.93% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 17,607 | $1.93M | $2.85M | $921,044.18 | 47.63% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 51 | $6,769.18 | $8,183.2 | $1,414.02 | 20.89% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 5,090 | $666,892 | $831,095.2 | $164,203.2 | 24.62% |
James J. Karabas Embree Financial Group | 2,389 | $319,394.88 | $385,059.02 | $65,664.14 | 20.56% |
Brian Krause Cascade Financial Partners, LLC | 2,753 | $312,037.69 | $444,637.03 | $132,599.34 | 42.49% |