| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 2,951 | $255,584.11 | $278,131.75 | $22,547.64 | 8.82% |
Kyle Jones Pineridge Advisors LLC | 802 | $52,285.24 | $74,870.71 | $22,585.47 | 43.2% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 2,142 | $204,432 | $200,341.26 | -$4,090.74 | -2% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 25,463 | $2.13M | $2.37M | $245,734.23 | 11.54% |
| CI CacheTech Inc. CacheTech Inc. | 9,525 | $681,409.65 | $897,778.87 | $216,369.22 | 31.75% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,361 | $293,604.85 | $410,980.64 | $117,375.79 | 39.98% |
Jessica Vickery BlueChip Wealth Advisors LLC | 26,922 | $1.75M | $2.54M | $789,488.76 | 45.16% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2,681 | $255,874.64 | $250,673.5 | -$5,201.14 | -2.03% |
Robert Santos Arrowroot Family Office, LLC | 20,246 | $1.57M | $1.91M | $343,051.87 | 21.92% |
| WL Wealthcollab LLC WealthCollab, LLC | 143,229 | $9.61M | $13.41M | $3.79M | 39.43% |
Michael Stringer Lane & Associates LLC | 21,396 | $1.35M | $2.01M | $661,375.57 | 49.05% |
Mark Weiskind Fairway Wealth LLC | 5,839 | $491,240.81 | $548,895.19 | $57,654.38 | 11.74% |
Joel W. Lake Capstone Wealth Management, LLC | 11,897 | $786,857.87 | $1.12M | $334,197.63 | 42.47% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,117 | $426,983.86 | $574,325.13 | $147,341.27 | 34.51% |
Andrew Panko Tenon Financial LLC | 4,925 | $334,211 | $461,620.25 | $127,409.25 | 38.12% |
James J. Karabas Embree Financial Group | 2,527 | $173,428.11 | $236,956.79 | $63,528.68 | 36.63% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 16,566 | $1.18M | $1.55M | $372,341.84 | 31.62% |
Janice M. Powell Diversify Advisory Services, LLC | 92,686 | $8.68M | $8.68M | $7,858.91 | 0.09% |
Taylor Faw Strathmore Capital Advisors, Inc. | 5,574 | $482,931.36 | $525,238.02 | $42,306.66 | 8.76% |
Brady Green GGM Financials LLC | 86 | $7,782.04 | $8,065.08 | $283.04 | 3.64% |