| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 13,391 | $1.89M | $4.76M | $2.87M | 151.87% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 786 | $245,653.62 | $279,564.48 | $33,910.86 | 13.8% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,179 | $287,640.44 | $419,346.72 | $131,706.28 | 45.79% |
Cornelius T. McDonald III Wealth Group, Ltd. | 1,432 | $238,813.28 | $509,333.76 | $270,520.48 | 113.28% |
Erik Roemer GERBER, LLC | 2,165 | $305,113.53 | $770,047.2 | $464,933.67 | 152.38% |
Philip Smith SWP FINANCIAL LLC | 878 | $215,101.39 | $312,287.04 | $97,185.65 | 45.18% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,485 | $396,044.16 | $883,864.8 | $487,820.64 | 123.17% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,002 | $314,428 | $356,391.36 | $41,963.36 | 13.35% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,484 | $392,343.05 | $527,829.12 | $135,486.07 | 34.53% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 38,846 | $6.56M | $13.82M | $7.26M | 110.6% |
Mark VanderPol VanderPol Investments L.L.C. | 1,021 | $248,664.55 | $363,149.28 | $114,484.73 | 46.04% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 8,862 | $1.38M | $3.15M | $1.77M | 127.91% |
David Quinn Pine Harbor Wealth Management, LLC | 3,875 | $567,937.63 | $1.38M | $810,322.37 | 142.68% |
| FHW Fox Hill Wealth Management Fox Hill Wealth Management | 13,608 | $4.07M | $4.84M | $770,168.11 | 18.92% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,169 | $233,290.63 | $415,789.92 | $182,499.29 | 78.23% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,168 | $498,815.31 | $1.13M | $627,978.93 | 125.89% |
Douglas E. Morisoli Fairman Group, LLC | 177 | $28,492.13 | $62,955.36 | $34,463.23 | 120.96% |
Donald O. Dempster DLK Investment Management, LLC | 40,585 | $5.83M | $14.44M | $8.61M | 147.75% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 9,027 | $1.48M | $3.21M | $1.73M | 116.5% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 7,116 | $1.29M | $2.53M | $1.24M | 95.6% |