| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 348 | $62,020.83 | $120,808.2 | $58,787.37 | 94.79% |
Michael Koch Counterweight Ventures, LLC | 1,005 | $244,383 | $351,247.5 | $106,864.5 | 43.73% |
Jay S. Arce Taylor Financial Group, Inc. | 1,224 | $215,705.32 | $427,788 | $212,082.68 | 98.32% |
Sean Rooney Prospect Financial Services LLC | 19,991 | $2.9M | $6.99M | $4.08M | 140.76% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 86,983 | $13.82M | $30.24M | $16.42M | 118.76% |
Scott Wallace Shorepath Capital Management LLC | 33,413 | $6.13M | $11.68M | $5.55M | 90.52% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 27,098 | $6.71M | $9.44M | $2.72M | 40.59% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 1,213 | $172,018.81 | $423,943.5 | $251,924.69 | 146.45% |
Ashley Meredith Abel Hall, LLC | 13,838 | $2.89M | $4.87M | $1.98M | 68.26% |
| CI CacheTech Inc. CacheTech Inc. | 14,859 | $2.85M | $5.19M | $2.35M | 82.43% |
Darin Pilacinski True Vision MN LLC | 1,754 | $299,093.32 | $613,023 | $313,929.68 | 104.96% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,180 | $193,108.81 | $412,410 | $219,301.19 | 113.56% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 58,753 | $8.25M | $20.4M | $12.14M | 147.14% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 1,323 | $335,553.09 | $462,388.5 | $126,835.41 | 37.8% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 5,895 | $1.46M | $2.06M | $595,410.02 | 40.65% |
Cornelius T. McDonald III Wealth Group, Ltd. | 76,506 | $23.69M | $26.56M | $2.87M | 12.12% |
Erik Roemer GERBER, LLC | 1,694 | $273,343.3 | $592,053 | $318,709.7 | 116.6% |
Nitin Kumbhani Accent Capital Management, LLC | 4,636 | $1.33M | $1.62M | $287,571.08 | 21.57% |
Philip Smith SWP FINANCIAL LLC | 1,239 | $218,270.02 | $433,142.01 | $214,871.99 | 98.44% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 20,509 | $3.02M | $7.17M | $4.14M | 137.01% |