| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Philip Smith SWP FINANCIAL LLC | 1,530 | $561,808.96 | $851,766.33 | $289,957.37 | 51.61% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 3,051 | $1.81M | $1.7M | -$110,214 | -6.09% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,169 | $563,035.23 | $691,831.73 | $128,796.5 | 22.88% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 790 | $356,809.63 | $439,800.92 | $82,991.29 | 23.26% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,266 | $705,045.08 | $704,794.89 | -$250.19 | -0.04% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,498 | $993,057.06 | $1.48M | $485,296.81 | 48.87% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 8,761 | $4.88M | $4.88M | -$1,488.19 | -0.03% |
Matthew Smith Ravenswood Partners LP | 8,712 | $4.98M | $5.18M | $191,140.84 | 3.83% |
Jessica Vickery BlueChip Wealth Advisors LLC | 809 | $400,928.99 | $450,378.41 | $49,449.42 | 12.33% |
Mark VanderPol VanderPol Investments L.L.C. | 890 | $327,579.01 | $495,471.92 | $167,892.91 | 51.25% |
Michael Bailey MGB Wealth Management, LLC | 1,276 | $691,406.94 | $710,361.99 | $18,955.05 | 2.74% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 411 | $208,052.99 | $228,807.82 | $20,754.83 | 9.98% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,652 | $904,073.57 | $919,684.95 | $15,611.38 | 1.73% |
Fox Hill Wealth Management Fox Hill Wealth Management | 2,409 | $1.59M | $1.32M | -$273,326.13 | -17.2% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 1,800 | $1.19M | $1.04M | -$151,002.47 | -12.71% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,634 | $907,850.77 | $909,664.17 | $1,813.4 | 0.2% |
Douglas E. Morisoli Fairman Group, LLC | 747 | $269,712.07 | $415,862.38 | $146,150.31 | 54.19% |
Donald O. Dempster DLK Investment Management, LLC | 1,931 | $1.43M | $1.08M | -$350,172.91 | -24.57% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,566 | $1.95M | $1.99M | $39,919.96 | 2.05% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,118 | $704,686.54 | $647,154.28 | -$57,532.26 | -8.16% |