| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Corey Saft Sivia Capital Partners, LLC | 13,235 | $3.29M | $4.77M | $1.48M | 45.03% |
Angela Pompian Sunpointe, LLC | 2,577 | $525,958.73 | $927,900.41 | $401,941.68 | 76.42% |
Todd A. Rustman Clarity Capital Partners LLC | 1,773 | $358,014.44 | $638,404.12 | $280,389.68 | 78.32% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 3,445 | $977,587.91 | $1.24M | $262,853.26 | 26.89% |
Kyle Jones Pineridge Advisors LLC | 44 | $7,345.14 | $15,843.08 | $8,497.94 | 115.69% |
Michael Koch Counterweight Ventures, LLC | 5,771 | $1.74M | $2.08M | $341,196.29 | 19.65% |
Jay S. Arce Taylor Financial Group, Inc. | 4,187 | $665,760.9 | $1.51M | $841,852.22 | 126.45% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,242 | $1.38M | $1.41M | $25,226.26 | 1.82% |
Stephanie Ternes Wealth Forward, LLC | 554 | $207,046 | $199,478.78 | -$7,567.22 | -3.65% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 598 | $223,324 | $215,321.86 | -$8,002.14 | -3.58% |
Ashley Meredith Abel Hall, LLC | 3,047 | $955,810.12 | $1.1M | $141,323.19 | 14.79% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 25 | $7,095 | $9,001.75 | $1,906.75 | 26.87% |
Cornelius T. McDonald III Wealth Group, Ltd. | 1,476 | $551,625.49 | $531,463.33 | -$20,162.16 | -3.66% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 755 | $217,845.19 | $279,387.74 | $61,542.55 | 28.25% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,942 | $487,849.03 | $699,255.95 | $211,406.92 | 43.33% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,381 | $292,499.35 | $497,256.68 | $204,757.33 | 70% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,538 | $431,009.76 | $553,787.67 | $122,777.91 | 28.49% |
Jessica Vickery BlueChip Wealth Advisors LLC | 702 | $199,226.68 | $252,769.14 | $53,542.46 | 26.88% |
Mark VanderPol VanderPol Investments L.L.C. | 851 | $222,066.64 | $306,419.58 | $84,352.94 | 37.99% |
Gregg L. Kudisch Gallo Partners, LP | 2,141 | $800,155 | $772,130.24 | -$28,024.76 | -3.5% |