| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Corey Saft Sivia Capital Partners, LLC | 1,660 | $244,420.06 | $288,840 | $44,419.94 | 18.17% |
Angela Pompian Sunpointe, LLC | 3,192 | $339,608.25 | $554,418.48 | $214,810.23 | 63.25% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 15,100 | $1.26M | $2.63M | $1.37M | 108.41% |
Ashley Meredith Abel Hall, LLC | 7,603 | $706,841.27 | $1.32M | $613,077.54 | 86.73% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 230 | $33,865.89 | $42,347.6 | $8,481.71 | 25.04% |
Erik Roemer GERBER, LLC | 800 | $241,368 | $139,024 | -$102,344 | -42.4% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,066 | $321,623 | $186,166.24 | -$135,456.76 | -42.12% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 6,750 | $820,179 | $1.15M | $331,067.25 | 40.37% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,135 | $166,798.46 | $206,320.3 | $39,521.84 | 23.69% |
Michael Bailey MGB Wealth Management, LLC | 1,950 | $237,129.75 | $356,499.02 | $119,369.27 | 50.34% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,110 | $211,417.8 | $543,130.4 | $331,712.6 | 156.9% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 8,827 | $859,759.64 | $1.6M | $744,812.42 | 86.63% |
Robert Santos Arrowroot Family Office, LLC | 1,111 | $335,209 | $216,894.97 | -$118,314.03 | -35.3% |
| WL Wealthcollab LLC WealthCollab, LLC | 30 | $4,418.01 | $5,782.2 | $1,364.19 | 30.88% |
Ian Jameson American Capital Advisory, LLC | 68 | $10,486.57 | $11,862.26 | $1,375.69 | 13.12% |
Jeremy Wallace Wallace Hart LLC | 4,390 | $617,052.37 | $807,628.3 | $190,575.93 | 30.88% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 1,075 | $324,338 | $218,999 | -$105,339 | -32.48% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 9,072 | $687,536.56 | $1.58M | $889,086.32 | 129.31% |
David Maxey Heritage Family Offices, LLP | 8,737 | $655,797.88 | $1.52M | $864,440.12 | 131.82% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 3,432 | $325,762.52 | $596,035.44 | $270,272.92 | 82.97% |