| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CI CacheTech Inc. CacheTech Inc. | 15,107 | $2.94M | $5.23M | $2.3M | 78.32% |
Darin Pilacinski True Vision MN LLC | 1,754 | $299,093.32 | $612,935.3 | $313,841.98 | 104.93% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,180 | $193,108.81 | $406,250.4 | $213,141.59 | 110.37% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 57,766 | $8.12M | $20.07M | $11.95M | 147.3% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 1,358 | $348,061.06 | $472,095.12 | $124,034.06 | 35.64% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 4,418 | $1.11M | $1.54M | $437,950.71 | 39.6% |
Cornelius T. McDonald III Wealth Group, Ltd. | 76,506 | $23.69M | $26.67M | $2.99M | 12.6% |
Erik Roemer GERBER, LLC | 1,689 | $272,644.85 | $590,187.27 | $317,542.42 | 116.47% |
Nitin Kumbhani Accent Capital Management, LLC | 21,793 | $7.4M | $7.48M | $86,543.62 | 1.17% |
Philip Smith SWP FINANCIAL LLC | 1,368 | $264,380.17 | $477,787.68 | $213,407.51 | 80.72% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 20,305 | $3M | $6.92M | $3.92M | 130.85% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,492 | $647,954.88 | $1.22M | $571,276.92 | 88.17% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 5,548 | $1.23M | $1.94M | $707,857.21 | 57.53% |
Nicholas Jeffries M3 Advisory Group, LLC | 16,986 | $2.46M | $5.87M | $3.41M | 138.47% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 6,480 | $947,529.42 | $2.26M | $1.31M | 138.71% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 58,554 | $11.69M | $20.17M | $8.49M | 72.6% |
Matthew Smith Ravenswood Partners LP | 39,898 | $13.02M | $13.57M | $558,227.28 | 4.29% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,275 | $510,866.54 | $788,230.62 | $277,364.08 | 54.29% |
Mark VanderPol VanderPol Investments L.L.C. | 1,240 | $185,187.76 | $431,135.6 | $245,947.84 | 132.81% |
Michael Bailey MGB Wealth Management, LLC | 13,469 | $1.97M | $4.62M | $2.65M | 134.83% |