| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay S. Arce Taylor Financial Group, Inc. | 4,442 | $706,293.79 | $1.53M | $822,153.99 | 116.4% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,806 | $505,108.76 | $621,805.8 | $116,697.04 | 23.1% |
Stacy Creekmur Creekmur Asset Management LLC | 290 | $56,101.42 | $99,774.5 | $43,673.08 | 77.85% |
Ashley Meredith Abel Hall, LLC | 1,868 | $516,621.92 | $642,704.08 | $126,082.16 | 24.41% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 25 | $7,095 | $8,601.25 | $1,506.25 | 21.23% |
Nitin Kumbhani Accent Capital Management, LLC | 1,896 | $538,027.92 | $653,304.72 | $115,276.8 | 21.43% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,942 | $487,849.03 | $668,339.3 | $180,490.27 | 37% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,303 | $263,341.53 | $448,974.71 | $185,633.18 | 70.49% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,538 | $431,009.76 | $529,256.56 | $98,246.8 | 22.79% |
Jessica Vickery BlueChip Wealth Advisors LLC | 765 | $217,106 | $263,596.05 | $46,490.05 | 21.41% |
Mark VanderPol VanderPol Investments L.L.C. | 851 | $222,066.64 | $292,829.1 | $70,762.46 | 31.87% |
Michael Bailey MGB Wealth Management, LLC | 862 | $221,340 | $297,019.34 | $75,679.34 | 34.19% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,003 | $327,629.33 | $689,212.27 | $361,582.94 | 110.36% |
Fox Hill Wealth Management Fox Hill Wealth Management | 3,659 | $841,008.17 | $1.26M | $418,785.53 | 49.8% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 675 | $216,648 | $232,267.5 | $15,619.5 | 7.21% |
Douglas E. Morisoli Fairman Group, LLC | 8 | $853.11 | $2,752.72 | $1,899.61 | 222.67% |
Donald O. Dempster DLK Investment Management, LLC | 4,446 | $452,867.51 | $1.53M | $1.08M | 237.78% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 5,389 | $996,888.17 | $1.86M | $858,167.3 | 86.08% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 2.11M | $397.22M | $726.23M | $329.01M | 82.83% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 781 | $238,848.64 | $268,898.3 | $30,049.66 | 12.58% |