| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 1,326 | $629,912.81 | $1.28M | $653,217.61 | 103.7% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 1,317 | $837,651.54 | $1.28M | $444,764.04 | 53.1% |
Jay S. Arce Taylor Financial Group, Inc. | 2,390 | $1.11M | $2.29M | $1.19M | 107.41% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 433 | $432,013 | $417,407.67 | -$14,605.33 | -3.38% |
Ashley Meredith Abel Hall, LLC | 778 | $557,980.9 | $739,893.56 | $181,912.66 | 32.6% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 437 | $331,553.44 | $415,036.38 | $83,482.94 | 25.18% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,810 | $4.94M | $5.59M | $647,480.03 | 13.1% |
Nitin Kumbhani Accent Capital Management, LLC | 101 | $91,182.07 | $97,765.98 | $6,583.91 | 7.22% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 234 | $176,721.81 | $225,058.86 | $48,337.05 | 27.35% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,370 | $1.63M | $3.26M | $1.63M | 99.78% |
Gregg L. Kudisch Gallo Partners, LP | 547 | $535,032 | $526,066.31 | -$8,965.69 | -1.68% |
Douglas E. Morisoli Fairman Group, LLC | 1,143 | $526,580 | $1.1M | $577,695.16 | 109.71% |
Columbia Bank Columbia Bank | 4,551 | $2.54M | $4.42M | $1.88M | 74.19% |
| WL Wealthcollab LLC WealthCollab, LLC | 52 | $23,956.62 | $49,468.12 | $25,511.5 | 106.49% |
Ian Jameson American Capital Advisory, LLC | 7 | $5,858.49 | $6,683.46 | $824.97 | 14.08% |
Chris M. Frantz Catalina Capital Group, LLC | 243 | $213,587.04 | $236,035.62 | $22,448.58 | 10.51% |
Richard Zipkis Granite Group Advisors, LLC | 261 | $182,659.13 | $251,815.41 | $69,156.28 | 37.86% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 5,210 | $3.77M | $5.06M | $1.29M | 34.17% |
Mark Weiskind Fairway Wealth LLC | 8 | $4,863 | $7,716.8 | $2,853.8 | 58.68% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,915 | $3.35M | $5.69M | $2.34M | 69.63% |