| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,002 | $314,428 | $345,925.47 | $31,497.47 | 10.02% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,749 | $644,927.28 | $1.28M | $635,468.69 | 98.53% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,432 | $382,422.67 | $494,040 | $111,617.33 | 29.19% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 65,832 | $15.25M | $22.43M | $7.18M | 47.05% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,098 | $366,982.4 | $718,669.9 | $351,687.5 | 95.83% |
Mark VanderPol VanderPol Investments L.L.C. | 1,021 | $248,664.55 | $350,544.12 | $101,879.57 | 40.97% |
Michael Bailey MGB Wealth Management, LLC | 1,430 | $258,070.75 | $485,370.6 | $227,299.85 | 88.08% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 8,936 | $1.39M | $3.04M | $1.65M | 118.14% |
David Quinn Pine Harbor Wealth Management, LLC | 3,875 | $567,937.63 | $1.34M | $770,526.12 | 135.67% |
Fox Hill Wealth Management Fox Hill Wealth Management | 13,249 | $4.01M | $4.57M | $555,874.56 | 13.85% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,107 | $771,790.21 | $1.4M | $624,240.69 | 80.88% |
Douglas E. Morisoli Fairman Group, LLC | 216 | $62,252.93 | $73,198.08 | $10,945.15 | 17.58% |
Donald O. Dempster DLK Investment Management, LLC | 38,832 | $10.96M | $13.4M | $2.44M | 22.24% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,907 | $2.06M | $3.72M | $1.66M | 80.4% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 5,879 | $1.12M | $2M | $879,477.86 | 78.55% |
Columbia Bank Columbia Bank | 2,189 | $347,031.44 | $747,510.66 | $400,479.22 | 115.4% |
Kelly Harris Glass Wealth Management Co LLC | 900 | $141,449.37 | $310,518.09 | $169,068.72 | 119.53% |
Cory Davis IMZ Advisory Inc | 1,536 | $219,331.92 | $516,088.32 | $296,756.4 | 135.3% |
Robert Santos Arrowroot Family Office, LLC | 5,228 | $983,843.5 | $1.79M | $809,072.96 | 82.24% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 311 | $48,587.48 | $104,779.01 | $56,191.53 | 115.65% |