| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 397 | $282,950.08 | $291,219.35 | $8,269.27 | 2.92% |
Jay S. Arce Taylor Financial Group, Inc. | 703 | $371,972 | $519,141.6 | $147,169.6 | 39.56% |
Sean Rooney Prospect Financial Services LLC | 1,900 | $1.15M | $1.4M | $247,168.65 | 21.44% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 26,801 | $12.32M | $19.37M | $7.06M | 57.29% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 3,030 | $1.97M | $2.24M | $268,720.57 | 13.64% |
Scott Wallace Shorepath Capital Management LLC | 18,671 | $6.69M | $13.18M | $6.49M | 96.97% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,636 | $6.69M | $7.54M | $851,440.19 | 12.73% |
Stephanie Ternes Wealth Forward, LLC | 514 | $337,015.99 | $370,455.22 | $33,439.23 | 9.92% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 744 | $394,289.6 | $548,819.04 | $154,529.44 | 39.19% |
Ashley Meredith Abel Hall, LLC | 5,847 | $3.71M | $4.3M | $594,965.16 | 16.05% |
| CI CacheTech Inc. CacheTech Inc. | 2,962 | $1.8M | $2.14M | $344,187.4 | 19.13% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 136 | $69,984.27 | $97,888.72 | $27,904.45 | 39.87% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 345 | $250,187 | $253,074.75 | $2,887.75 | 1.15% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 2,601 | $1.85M | $1.93M | $71,733.28 | 3.87% |
Cornelius T. McDonald III Wealth Group, Ltd. | 13,211 | $7.48M | $9.71M | $2.23M | 29.76% |
Erik Roemer GERBER, LLC | 536 | $189,722.57 | $397,119.72 | $207,397.15 | 109.32% |
Nitin Kumbhani Accent Capital Management, LLC | 18,503 | $10.48M | $13.29M | $2.81M | 26.82% |
Philip Smith SWP FINANCIAL LLC | 1,530 | $561,808.96 | $1.13M | $567,032.69 | 100.93% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 3,001 | $1.78M | $2.13M | $348,781.12 | 19.6% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,169 | $563,035.23 | $863,866.22 | $300,830.99 | 53.43% |