| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 324 | $30,379.54 | $38,335.68 | $7,956.14 | 26.19% |
Michael Koch Counterweight Ventures, LLC | 73,190 | $5.84M | $8.66M | $2.82M | 48.3% |
Sean Rooney Prospect Financial Services LLC | 3,126 | $241,782.86 | $369,868.32 | $128,085.46 | 52.98% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,996 | $216,981.02 | $236,166.72 | $19,185.7 | 8.84% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,891 | $860,637.09 | $979,825.47 | $119,188.38 | 13.85% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 94,656 | $7.17M | $11.2M | $4.03M | 56.1% |
Nitin Kumbhani Accent Capital Management, LLC | 300 | $31,980 | $37,326 | $5,346 | 16.72% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 13,592 | $1.05M | $1.69M | $647,109.78 | 61.82% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,289 | $251,220.03 | $389,154.48 | $137,934.45 | 54.91% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 7,677 | $648,879.29 | $956,707.74 | $307,828.45 | 47.44% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 66,244 | $7.01M | $7.84M | $829,318.01 | 11.83% |
Jessica Vickery BlueChip Wealth Advisors LLC | 15,195 | $1.19M | $1.8M | $607,785.35 | 51.07% |
Michael Bailey MGB Wealth Management, LLC | 1,992 | $150,979.66 | $235,693.44 | $84,713.78 | 56.11% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,824 | $345,200.13 | $452,455.68 | $107,255.55 | 31.07% |
Lindsey Cooksen Cooksen Wealth, LLC | 206,474 | $17.03M | $24.43M | $7.4M | 43.47% |
Douglas E. Morisoli Fairman Group, LLC | 568 | $43,806.38 | $67,205.76 | $23,399.38 | 53.42% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,914 | $458,261.6 | $486,979.88 | $28,718.28 | 6.27% |
Columbia Bank Columbia Bank | 16,538 | $1.58M | $1.96M | $375,616.17 | 23.76% |
Robert Santos Arrowroot Family Office, LLC | 5,061 | $628,364 | $598,817.52 | -$29,546.48 | -4.7% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,848 | $140,065.46 | $229,466.16 | $89,400.7 | 63.83% |