| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 18,467 | $5.22M | $6.24M | $1.01M | 19.4% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 4,738 | $842,184.44 | $1.58M | $740,307.56 | 87.9% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,096 | $527,395.36 | $1.05M | $523,325.12 | 99.23% |
Ashley Meredith Abel Hall, LLC | 10,120 | $3.24M | $3.38M | $143,256.04 | 4.42% |
| CI CacheTech Inc. CacheTech Inc. | 2,025 | $584,541.55 | $693,562.5 | $109,020.95 | 18.65% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 109 | $32,064 | $37,239.85 | $5,175.85 | 16.14% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 23,821 | $4.14M | $7.94M | $3.8M | 91.71% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 780 | $251,490.37 | $260,465.4 | $8,975.03 | 3.57% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 847 | $267,759.72 | $282,809.06 | $15,049.34 | 5.62% |
Cornelius T. McDonald III Wealth Group, Ltd. | 8,232 | $2.17M | $2.76M | $590,157.93 | 27.19% |
Erik Roemer GERBER, LLC | 5,730 | $1.04M | $1.91M | $873,501.55 | 84.01% |
Nitin Kumbhani Accent Capital Management, LLC | 14,737 | $4.53M | $5.02M | $486,145.39 | 10.73% |
Philip Smith SWP FINANCIAL LLC | 1,093 | $234,500.5 | $365,094.79 | $130,594.29 | 55.69% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 18,283 | $3.22M | $6.21M | $2.99M | 92.92% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,880 | $508,580.31 | $628,888.2 | $120,307.89 | 23.66% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,345 | $240,032.97 | $450,285.82 | $210,252.85 | 87.59% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,282 | $813,942.83 | $1.47M | $654,911.63 | 80.46% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,819 | $403,023.33 | $608,091.7 | $205,068.37 | 50.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 32,121 | $6.97M | $11.04M | $4.07M | 58.46% |
Jessica Vickery BlueChip Wealth Advisors LLC | 816 | $173,647.28 | $279,802.32 | $106,155.04 | 61.13% |