| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nitin Kumbhani Accent Capital Management, LLC | 58,983 | $20.75M | $20.19M | -$560,355.09 | -2.7% |
Philip Smith SWP FINANCIAL LLC | 999 | $257,854.36 | $356,293.34 | $98,438.98 | 38.18% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 20,553 | $3.07M | $7.33M | $4.26M | 138.67% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,841 | $505,943.36 | $1M | $498,037.66 | 98.44% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,002 | $314,428 | $357,363.29 | $42,935.29 | 13.66% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,749 | $644,927.28 | $1.34M | $692,153.53 | 107.32% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,432 | $382,422.67 | $506,054.49 | $123,631.82 | 32.33% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 65,832 | $15.25M | $23.48M | $8.22M | 53.91% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,098 | $366,982.4 | $748,251.68 | $381,269.28 | 103.89% |
Mark VanderPol VanderPol Investments L.L.C. | 1,021 | $248,664.55 | $364,139.64 | $115,475.09 | 46.44% |
Michael Bailey MGB Wealth Management, LLC | 1,430 | $258,070.75 | $510,009.49 | $251,938.74 | 97.62% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 8,936 | $1.39M | $3.19M | $1.79M | 128.53% |
David Quinn Pine Harbor Wealth Management, LLC | 3,875 | $567,937.63 | $1.33M | $758,746.12 | 133.6% |
Fox Hill Wealth Management Fox Hill Wealth Management | 13,249 | $4.01M | $4.52M | $507,780.69 | 12.65% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,107 | $771,790.21 | $1.46M | $692,971.3 | 89.79% |
Douglas E. Morisoli Fairman Group, LLC | 80 | $14,200.23 | $28,532 | $14,331.77 | 100.93% |
Donald O. Dempster DLK Investment Management, LLC | 65,936 | $14.78M | $23.52M | $8.73M | 59.07% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,907 | $2.06M | $3.89M | $1.83M | 88.8% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 6,067 | $1.15M | $2.08M | $930,987.85 | 81.23% |
Columbia Bank Columbia Bank | 2,189 | $347,031.44 | $780,706.83 | $433,675.39 | 124.97% |