| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 94,937 | $7.07M | $7.75M | $681,626.04 | 9.64% |
| CI CacheTech Inc. CacheTech Inc. | 2,701 | $203,953 | $222,859.51 | $18,906.51 | 9.27% |
Darin Pilacinski True Vision MN LLC | 14,044 | $1.02M | $1.07M | $48,011.93 | 4.7% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,077 | $71,873.68 | $82,035.09 | $10,161.41 | 14.14% |
Philip Smith SWP FINANCIAL LLC | 9,500 | $695,263.37 | $723,615 | $28,351.63 | 4.08% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,708 | $322,659.84 | $302,832.36 | -$19,827.48 | -6.15% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 331,438 | $15.21M | $25.25M | $10.04M | 66.01% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 10,195 | $769,824 | $776,553.15 | $6,729.15 | 0.87% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,882 | $191,440.2 | $371,861.94 | $180,421.74 | 94.24% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 54,350 | $3.7M | $4.14M | $437,120.66 | 11.81% |
Douglas E. Morisoli Fairman Group, LLC | 94 | $7,630 | $7,159.98 | -$470.02 | -6.16% |
Donald O. Dempster DLK Investment Management, LLC | 6,641 | $501,461.91 | $505,844.97 | $4,383.06 | 0.87% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 13,351 | $818,139.62 | $1.02M | $198,806.05 | 24.3% |
Columbia Bank Columbia Bank | 4,230 | $358,343.44 | $322,199.1 | -$36,144.34 | -10.09% |
Robert Santos Arrowroot Family Office, LLC | 10,660 | $419,225.34 | $811,972.2 | $392,746.86 | 93.68% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 7,143 | $422,039.68 | $544,082.31 | $122,042.63 | 28.92% |
| WL Wealthcollab LLC WealthCollab, LLC | 7,600 | $459,817.35 | $620,692 | $160,874.65 | 34.99% |
Michael Stringer Lane & Associates LLC | 9,647 | $505,594.93 | $734,811.99 | $229,217.06 | 45.34% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 4,084 | $258,312.94 | $336,031.52 | $77,718.58 | 30.09% |
Mark Weiskind Fairway Wealth LLC | 300 | $26,112.32 | $22,851 | -$3,261.32 | -12.49% |