| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynda Bartsch Chaney Capital Management, Inc. | 1,839 | $274,263.42 | $471,427.67 | $197,164.25 | 71.89% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,309 | $215,530.79 | $335,562.16 | $120,031.37 | 55.69% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,809 | $440,887.15 | $720,087.18 | $279,200.03 | 63.33% |
Angela Pompian Sunpointe, LLC | 15,952 | $2.43M | $4.09M | $1.66M | 68.63% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,259 | $509,925.2 | $835,444.68 | $325,519.48 | 63.84% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,512 | $1.62M | $1.67M | $46,089.03 | 2.84% |
Kyle Jones Pineridge Advisors LLC | 69 | $10,383.32 | $17,688.15 | $7,304.83 | 70.35% |
Michael Koch Counterweight Ventures, LLC | 1,646 | $259,582.6 | $421,952.12 | $162,369.52 | 62.55% |
Jay S. Arce Taylor Financial Group, Inc. | 2,356 | $370,571.42 | $603,960.62 | $233,389.2 | 62.98% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 15,509 | $2.54M | $3.98M | $1.44M | 56.64% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,592 | $2.22M | $3M | $783,723.15 | 35.28% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 7,311 | $1.43M | $1.87M | $442,265.74 | 30.89% |
Ashley Meredith Abel Hall, LLC | 9,158 | $1.96M | $2.35M | $387,329.02 | 19.76% |
| CI CacheTech Inc. CacheTech Inc. | 1,260 | $262,518.67 | $323,001.01 | $60,482.34 | 23.04% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 2,031 | $306,698.7 | $520,646.87 | $213,948.17 | 69.76% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 11,913 | $1.89M | $3.05M | $1.16M | 61.26% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 1,067 | $222,081.78 | $273,525.46 | $51,443.68 | 23.16% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 16,422 | $2.58M | $4.21M | $1.63M | 63.11% |
Cornelius T. McDonald III Wealth Group, Ltd. | 23,841 | $5.62M | $6.11M | $494,846.56 | 8.81% |
Erik Roemer GERBER, LLC | 1,713 | $268,592.46 | $439,127.57 | $170,535.11 | 63.49% |