| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 2,393 | $189,910.07 | $374,480.57 | $184,570.5 | 97.19% |
Kyle Jones Pineridge Advisors LLC | 52 | $4,272 | $8,119.28 | $3,847.28 | 90.06% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 10,532 | $1.01M | $1.65M | $638,824.53 | 63.22% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,715 | $563,318.96 | $736,435.85 | $173,116.89 | 30.73% |
Ashley Meredith Abel Hall, LLC | 4,595 | $594,576.37 | $730,926.65 | $136,350.28 | 22.93% |
| CI CacheTech Inc. CacheTech Inc. | 12,211 | $1.46M | $1.9M | $443,635.53 | 30.4% |
Darin Pilacinski True Vision MN LLC | 4,464 | $622,148 | $707,052.96 | $84,904.96 | 13.65% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 875 | $116,128.4 | $136,613.75 | $20,485.35 | 17.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 14,803 | $1.24M | $2.32M | $1.08M | 87.34% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,239 | $353,514.9 | $664,738.78 | $311,223.88 | 88.04% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,398 | $307,427.39 | $530,138.97 | $222,711.58 | 72.44% |
Kelly Harris Glass Wealth Management Co LLC | 1,845 | $257,191 | $293,825.47 | $36,634.47 | 14.24% |
| WL Wealthcollab LLC WealthCollab, LLC | 322 | $26,209.71 | $51,209.27 | $24,999.56 | 95.38% |
Ian Jameson American Capital Advisory, LLC | 985 | $110,289.85 | $156,546.05 | $46,256.2 | 41.94% |
Chris M. Frantz Catalina Capital Group, LLC | 1,461 | $203,620 | $227,667.63 | $24,047.63 | 11.81% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,552 | $291,104.82 | $401,608.24 | $110,503.42 | 37.96% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 62,087 | $5.16M | $9.77M | $4.61M | 89.45% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 113 | $12,099.14 | $17,668.11 | $5,568.97 | 46.03% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6,425 | $486,405.82 | $1M | $514,159.43 | 105.71% |
Janice M. Powell Diversify Advisory Services, LLC | 13,919 | $1.82M | $2.21M | $388,717.47 | 21.4% |