| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 4,652 | $1.59M | $1.8M | $213,945.52 | 13.49% |
Brian Distler Lakeridge Wealth Management LLC | 1,041 | $355,002 | $345,435.02 | -$9,566.98 | -2.69% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 143 | $34,129.3 | $47,451.69 | $13,322.39 | 39.04% |
Corey Saft Sivia Capital Partners, LLC | 1,023 | $348,863 | $339,462.08 | -$9,400.92 | -2.69% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 584 | $100,504.07 | $193,788.71 | $93,284.64 | 92.82% |
Angela Pompian Sunpointe, LLC | 1,686 | $309,626.39 | $559,465.36 | $249,838.97 | 80.69% |
Todd A. Rustman Clarity Capital Partners LLC | 1,378 | $281,994 | $457,261.73 | $175,267.73 | 62.15% |
Kyle Jones Pineridge Advisors LLC | 11 | $2,251.04 | $3,650.13 | $1,399.09 | 62.15% |
Michael Koch Counterweight Ventures, LLC | 18,312 | $2.81M | $6.08M | $3.27M | 116.51% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 8,558 | $1.47M | $2.84M | $1.37M | 92.57% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,740 | $485,112.16 | $996,757.2 | $511,645.04 | 105.47% |
Ashley Meredith Abel Hall, LLC | 1,958 | $667,717 | $649,723.12 | -$17,993.88 | -2.69% |
Cornelius T. McDonald III Wealth Group, Ltd. | 3,646 | $908,863.59 | $1.21M | $300,988.55 | 33.12% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 612 | $208,704 | $222,633.36 | $13,929.36 | 6.67% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,098 | $353,370.17 | $696,179.32 | $342,809.15 | 97.01% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,730 | $280,606.36 | $574,065.88 | $293,459.52 | 104.58% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,705 | $489,392.28 | $897,600.12 | $408,207.84 | 83.41% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,190 | $374,762.45 | $726,707.68 | $351,945.23 | 93.91% |
Fox Hill Wealth Management Fox Hill Wealth Management | 28,571 | $4.78M | $10.69M | $5.91M | 123.85% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,090 | $182,470.72 | $361,694.69 | $179,223.97 | 98.22% |