| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 2,031 | $306,698.7 | $504,926.91 | $198,228.21 | 64.63% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 11,467 | $1.82M | $2.94M | $1.11M | 60.95% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 1,067 | $222,081.78 | $274,571.11 | $52,489.33 | 23.64% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 13,322 | $2.09M | $3.37M | $1.28M | 61.05% |
Cornelius T. McDonald III Wealth Group, Ltd. | 23,841 | $5.62M | $6.06M | $439,773.61 | 7.83% |
Erik Roemer GERBER, LLC | 1,713 | $268,592.46 | $432,943.62 | $164,351.16 | 61.19% |
Nitin Kumbhani Accent Capital Management, LLC | 934 | $228,306.96 | $237,151.94 | $8,844.98 | 3.87% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,801 | $352,499.49 | $460,695.8 | $108,196.31 | 30.69% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,038 | $509,172.62 | $771,378.58 | $262,205.96 | 51.5% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 17,139 | $2.9M | $4.26M | $1.36M | 46.83% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,311 | $364,998.71 | $574,537.71 | $209,539 | 57.41% |
Mark VanderPol VanderPol Investments L.L.C. | 990 | $204,881 | $254,709.67 | $49,828.67 | 24.32% |
Michael Bailey MGB Wealth Management, LLC | 2,245 | $351,881.42 | $570,027.95 | $218,146.53 | 61.99% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 6,560 | $1.01M | $1.63M | $622,278.74 | 61.7% |
David Quinn Pine Harbor Wealth Management, LLC | 2,512 | $393,145.72 | $638,336.88 | $245,191.16 | 62.37% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,419 | $433,958.95 | $601,387.59 | $167,428.64 | 38.58% |
Douglas E. Morisoli Fairman Group, LLC | 104 | $16,301 | $26,406.64 | $10,105.64 | 61.99% |
Donald O. Dempster DLK Investment Management, LLC | 30,778 | $5.15M | $7.8M | $2.65M | 51.36% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,805 | $613,774.26 | $945,961.05 | $332,186.79 | 54.12% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,423 | $654,435.65 | $850,992.03 | $196,556.38 | 30.03% |