| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 8,950 | $513,701.96 | $677,917.75 | $164,215.79 | 31.97% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 16,199 | $964,695.06 | $1.23M | $263,108.14 | 27.27% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 153,579 | $9.44M | $11.64M | $2.2M | 23.35% |
Erik Roemer GERBER, LLC | 15,780 | $951,760.29 | $1.2M | $243,495.81 | 25.58% |
Philip Smith SWP FINANCIAL LLC | 44,013 | $2.7M | $3.33M | $631,556.8 | 23.37% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,169 | $206,808.92 | $240,194.35 | $33,385.43 | 16.14% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 81,554 | $4.54M | $6.18M | $1.64M | 36.02% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 15,480 | $1.02M | $1.17M | $150,753.69 | 14.74% |
Jessica Vickery BlueChip Wealth Advisors LLC | 138,523 | $7.81M | $10.5M | $2.69M | 34.45% |
Michael Bailey MGB Wealth Management, LLC | 294 | $18,234 | $22,283.73 | $4,049.73 | 22.21% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 28,895 | $1.73M | $2.19M | $464,227.66 | 26.9% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,616 | $377,244.02 | $425,664.72 | $48,420.7 | 12.84% |
Douglas E. Morisoli Fairman Group, LLC | 38,188 | $2.2M | $2.89M | $689,666.2 | 31.28% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 255,047 | $16.38M | $19.33M | $2.95M | 18.01% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 4,000 | $221,720 | $303,180 | $81,460 | 36.74% |
Columbia Bank Columbia Bank | 11,564 | $704,429.75 | $876,493.38 | $172,063.63 | 24.43% |
Robert Santos Arrowroot Family Office, LLC | 124,428 | $6.94M | $9.43M | $2.49M | 35.96% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 5,095 | $283,893.75 | $384,876.3 | $100,982.55 | 35.57% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,420 | $134,140.6 | $183,544.9 | $49,404.3 | 36.83% |
Ian Jameson American Capital Advisory, LLC | 562 | $32,793 | $42,624.89 | $9,831.89 | 29.98% |