| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,524 | $1.89M | $1.98M | $96,997.67 | 5.14% |
Ashley Meredith Abel Hall, LLC | 1,402 | $800,373.3 | $803,486.17 | $3,112.87 | 0.39% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 400 | $205,440 | $228,439.99 | $22,999.99 | 11.2% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 446 | $220,434.41 | $255,602.59 | $35,168.18 | 15.95% |
Cornelius T. McDonald III Wealth Group, Ltd. | 18,038 | $9.18M | $10.34M | $1.16M | 12.63% |
Erik Roemer GERBER, LLC | 1,255 | $546,169.77 | $719,240.47 | $173,070.7 | 31.69% |
Nitin Kumbhani Accent Capital Management, LLC | 1,380 | $626,719.44 | $790,877.97 | $164,158.53 | 26.19% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 7,646 | $3.43M | $4.38M | $955,841.98 | 27.9% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 456 | $242,158.29 | $256,614 | $14,455.71 | 5.97% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 400 | $178,485.58 | $229,239.99 | $50,754.41 | 28.44% |
Nicholas Jeffries M3 Advisory Group, LLC | 495 | $249,641.84 | $283,684.49 | $34,042.65 | 13.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 20,672 | $10.8M | $11.85M | $1.04M | 9.67% |
Mark VanderPol VanderPol Investments L.L.C. | 591 | $271,796.29 | $338,702.09 | $66,905.8 | 24.62% |
Michael Bailey MGB Wealth Management, LLC | 515 | $271,021 | $295,146.49 | $24,125.49 | 8.9% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 454 | $248,846 | $260,187.39 | $11,341.39 | 4.56% |
David Quinn Pine Harbor Wealth Management, LLC | 1,243 | $534,382.92 | $712,363.27 | $177,980.35 | 33.31% |
Donald O. Dempster DLK Investment Management, LLC | 945 | $419,162.02 | $541,579.48 | $122,417.46 | 29.21% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,778 | $949,792.16 | $1.02M | $69,179.6 | 7.28% |
Columbia Bank Columbia Bank | 1,040 | $527,205.45 | $596,023.98 | $68,818.53 | 13.05% |
Mary Throop Summerhill Capital Management lnc. | 687 | $343,266 | $393,719.68 | $50,453.68 | 14.7% |