| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,096 | $527,395.36 | $1.09M | $561,746.51 | 106.51% |
Ashley Meredith Abel Hall, LLC | 10,120 | $3.24M | $3.56M | $321,975.34 | 9.94% |
| CI CacheTech Inc. CacheTech Inc. | 2,025 | $584,541.55 | $728,574.77 | $144,033.22 | 24.64% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 109 | $32,064 | $38,345.11 | $6,281.11 | 19.59% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 24,495 | $4.26M | $8.62M | $4.36M | 102.35% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 780 | $251,490.37 | $274,396.21 | $22,905.84 | 9.11% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 847 | $267,759.72 | $309,307.46 | $41,547.74 | 15.52% |
Cornelius T. McDonald III Wealth Group, Ltd. | 8,232 | $2.17M | $2.9M | $725,409.77 | 33.42% |
Erik Roemer GERBER, LLC | 5,730 | $1.04M | $2.02M | $976,039.96 | 93.88% |
Nitin Kumbhani Accent Capital Management, LLC | 14,737 | $4.53M | $5.38M | $852,802.1 | 18.83% |
Philip Smith SWP FINANCIAL LLC | 1,093 | $234,500.5 | $384,506.48 | $150,005.98 | 63.97% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 19,083 | $3.36M | $6.71M | $3.36M | 100.06% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,880 | $508,580.31 | $672,043.6 | $163,463.29 | 32.14% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,345 | $240,032.97 | $473,157.56 | $233,124.59 | 97.12% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,282 | $813,942.83 | $1.51M | $692,421.99 | 85.07% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,819 | $403,023.33 | $650,237.93 | $247,214.6 | 61.34% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 32,121 | $6.97M | $11.3M | $4.33M | 62.21% |
Jessica Vickery BlueChip Wealth Advisors LLC | 816 | $173,647.28 | $287,060.65 | $113,413.37 | 65.31% |
Mark VanderPol VanderPol Investments L.L.C. | 1,268 | $279,462.33 | $446,069.73 | $166,607.4 | 59.62% |
Michael Bailey MGB Wealth Management, LLC | 13,588 | $2.67M | $4.78M | $2.11M | 78.96% |