| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott W. Simons Ridgeline Wealth Planning, LLC | 5,414 | $616,560.83 | $796,155.72 | $179,594.89 | 29.13% |
Erik Roemer GERBER, LLC | 2,593 | $286,578.55 | $381,313.59 | $94,735.04 | 33.06% |
Nitin Kumbhani Accent Capital Management, LLC | 16,374 | $2.04M | $2.41M | $372,508.5 | 18.3% |
Philip Smith SWP FINANCIAL LLC | 17,560 | $1.91M | $2.58M | $672,225.43 | 35.19% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,533 | $275,204.66 | $372,502.98 | $97,298.32 | 35.35% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 53,778 | $5.84M | $7.91M | $2.07M | 35.34% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,507 | $503,775.09 | $662,799.42 | $159,024.33 | 31.57% |
Jessica Vickery BlueChip Wealth Advisors LLC | 9,536 | $1.04M | $1.4M | $367,040.08 | 35.45% |
Michael Bailey MGB Wealth Management, LLC | 1,541 | $167,080.75 | $226,619.46 | $59,538.71 | 35.63% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 18,284 | $2.03M | $2.69M | $654,484.63 | 32.17% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,202 | $268,771.61 | $323,826.12 | $55,054.51 | 20.48% |
Douglas E. Morisoli Fairman Group, LLC | 1,594 | $172,538.2 | $234,413.64 | $61,875.44 | 35.86% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,791 | $427,258.05 | $557,504.46 | $130,246.41 | 30.48% |
Columbia Bank Columbia Bank | 11,796 | $1.31M | $1.73M | $424,647.86 | 32.41% |
Robert Santos Arrowroot Family Office, LLC | 37,559 | $3.92M | $5.52M | $1.61M | 40.98% |
| WL Wealthcollab LLC WealthCollab, LLC | 502 | $55,904.71 | $73,889.38 | $17,984.67 | 32.17% |
Ian Jameson American Capital Advisory, LLC | 7,339 | $829,852.82 | $1.08M | $250,374.59 | 30.17% |
Chris M. Frantz Catalina Capital Group, LLC | 1,945 | $218,707.74 | $286,031.7 | $67,323.96 | 30.78% |
Richard Zipkis Granite Group Advisors, LLC | 2,120 | $254,781.86 | $311,767.2 | $56,985.34 | 22.37% |
Michael Stringer Lane & Associates LLC | 15,362 | $1.49M | $2.26M | $767,311.78 | 51.43% |