| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nitin Kumbhani Accent Capital Management, LLC | 1,896 | $538,027.92 | $650,053.1 | $112,025.18 | 20.82% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 715 | $202,896 | $245,141.33 | $42,245.33 | 20.82% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,942 | $487,849.03 | $661,911.28 | $174,062.25 | 35.68% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,381 | $292,499.35 | $488,501.14 | $196,001.79 | 67.01% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,538 | $431,009.76 | $524,919.38 | $93,909.62 | 21.79% |
Jessica Vickery BlueChip Wealth Advisors LLC | 702 | $199,226.68 | $249,238.08 | $50,011.4 | 25.1% |
Mark VanderPol VanderPol Investments L.L.C. | 851 | $222,066.64 | $291,769.61 | $69,702.97 | 31.39% |
Michael Bailey MGB Wealth Management, LLC | 862 | $221,340 | $294,097.16 | $72,757.16 | 32.87% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,214 | $369,860.97 | $755,638.18 | $385,777.21 | 104.3% |
Fox Hill Wealth Management Fox Hill Wealth Management | 3,659 | $841,008.17 | $1.26M | $414,284.96 | 49.26% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 573 | $162,600.3 | $196,579.11 | $33,978.81 | 20.9% |
Douglas E. Morisoli Fairman Group, LLC | 8 | $853.11 | $2,725.6 | $1,872.49 | 219.49% |
Donald O. Dempster DLK Investment Management, LLC | 5,981 | $1.03M | $2.05M | $1.02M | 99.76% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 5,483 | $1.08M | $1.87M | $790,738.28 | 73.18% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 2.11M | $397.22M | $724.1M | $326.88M | 82.29% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 781 | $238,848.64 | $268,281.31 | $29,432.67 | 12.32% |
Kelly Harris Glass Wealth Management Co LLC | 2,608 | $414,902.17 | $925,944.32 | $511,042.15 | 123.17% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 982 | $282,407.45 | $337,375.92 | $54,968.47 | 19.46% |
| WL Wealthcollab LLC WealthCollab, LLC | 337 | $47,768.88 | $115,018.1 | $67,249.22 | 140.78% |
Ian Jameson American Capital Advisory, LLC | 93 | $21,413.02 | $33,813.87 | $12,400.85 | 57.91% |