| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 15,964 | $4.44M | $4.8M | $365,852.94 | 8.24% |
| JN John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 4,706 | $831,480.42 | $1.42M | $584,837.34 | 70.34% |
| SC Stacy Creekmur Creekmur Asset Management LLC | 3,839 | $1.02M | $1.16M | $138,339.75 | 13.6% |
| DG Drew Garner ARK & TLK INVESTMENTS, LLC | 6,005 | $1.02M | $1.81M | $785,048.5 | 76.8% |
| AM Ashley Meredith Abel Hall, LLC | 11,248 | $3.05M | $3.39M | $332,989.83 | 10.91% |
| CI CacheTech Inc. CacheTech Inc. | 2,569 | $694,555.87 | $773,166.24 | $78,610.37 | 11.32% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 109 | $32,064 | $32,804.64 | $740.64 | 2.31% |
| EMW Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 24,803 | $4.31M | $7.46M | $3.15M | 73.16% |
| SWS Scott W. Simons Ridgeline Wealth Planning, LLC | 738 | $237,742.32 | $222,108.48 | -$15,633.84 | -6.58% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,230 | $388,569.31 | $370,180.8 | -$18,388.51 | -4.73% |
| CTM Cornelius T. McDonald III Wealth Group, Ltd. | 4,215 | $866,620.29 | $1.27M | $401,926.11 | 46.38% |
| ER Erik Roemer GERBER, LLC | 5,725 | $1.04M | $1.72M | $684,915.92 | 65.98% |
| PS Philip Smith SWP FINANCIAL LLC | 1,030 | $209,418.03 | $309,988.8 | $100,570.77 | 48.02% |
| JK Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,596 | $420,793.17 | $480,332.16 | $59,538.99 | 14.15% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,345 | $240,032.97 | $404,791.2 | $164,758.23 | 68.64% |
| JB Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,753 | $382,746.33 | $527,582.88 | $144,836.55 | 37.84% |
| JCC Joseph C. Capezza, Jr Cove Private Wealth, LLC | 30,081 | $6.34M | $9.05M | $2.72M | 42.86% |
| MV Mark VanderPol VanderPol Investments L.L.C. | 1,268 | $279,462.33 | $381,617.28 | $102,154.95 | 36.55% |
| JL Jeffrey Liguori NAPATREE CAPITAL LLC | 6,267 | $1.11M | $1.89M | $776,641.34 | 70% |
| DQ David Quinn Pine Harbor Wealth Management, LLC | 2,949 | $569,495.8 | $887,531.04 | $318,035.24 | 55.84% |