| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 2,031 | $306,698.7 | $454,111.29 | $147,412.59 | 48.06% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,467 | $275,450.47 | $328,006.53 | $52,556.06 | 19.08% |
| EMW Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 11,455 | $1.78M | $2.56M | $783,817.04 | 44.1% |
| SWS Scott W. Simons Ridgeline Wealth Planning, LLC | 1,060 | $220,303.99 | $237,005.4 | $16,701.41 | 7.58% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 16,422 | $2.58M | $3.67M | $1.09M | 42.26% |
| CTM Cornelius T. McDonald III Wealth Group, Ltd. | 4,721 | $765,833.7 | $1.06M | $289,734.69 | 37.83% |
| ER Erik Roemer GERBER, LLC | 1,712 | $268,338.42 | $382,786.08 | $114,447.66 | 42.65% |
| JK Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,499 | $277,944.74 | $335,161.41 | $57,216.67 | 20.59% |
| JCC Joseph C. Capezza, Jr Cove Private Wealth, LLC | 14,566 | $2.26M | $3.26M | $996,653.8 | 44.1% |
| MV Mark VanderPol VanderPol Investments L.L.C. | 990 | $204,881 | $221,354.1 | $16,473.1 | 8.04% |
| JL Jeffrey Liguori NAPATREE CAPITAL LLC | 5,956 | $908,437.93 | $1.33M | $423,264.11 | 46.59% |
| DQ David Quinn Pine Harbor Wealth Management, LLC | 2,512 | $393,145.72 | $561,658.08 | $168,512.36 | 42.86% |
| MAZ Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,910 | $306,022.28 | $427,056.9 | $121,034.62 | 39.55% |
| LC Lindsey Cooksen Cooksen Wealth, LLC | 917 | $189,772.89 | $205,032.03 | $15,259.14 | 8.04% |
| DEM Douglas E. Morisoli Fairman Group, LLC | 104 | $16,301 | $23,253.36 | $6,952.36 | 42.65% |
| DOD Donald O. Dempster DLK Investment Management, LLC | 29,779 | $4.68M | $6.66M | $1.98M | 42.27% |
| RAJ Ralph Antolino, Jr AA Financial Advisors, LLC | 4,145 | $667,558.87 | $926,780.55 | $259,221.68 | 38.83% |
| BP Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 4,087 | $758,511.17 | $913,812.33 | $155,301.16 | 20.47% |
| CB Columbia Bank Columbia Bank | 20,345 | $3.2M | $4.55M | $1.35M | 42.17% |
| CD Cory Davis IMZ Advisory Inc | 1,775 | $297,442.66 | $396,872.25 | $99,429.59 | 33.43% |