| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 500 | $45,899.38 | $95,410 | $49,510.62 | 107.87% |
Cornelius T. McDonald III Wealth Group, Ltd. | 8,171 | $942,933.5 | $1.56M | $616,256.8 | 65.36% |
Erik Roemer GERBER, LLC | 1,778 | $216,069.9 | $339,277.98 | $123,208.08 | 57.02% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,475 | $246,445.12 | $279,468.25 | $33,023.13 | 13.4% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,739 | $277,592.47 | $331,836 | $54,243.53 | 19.54% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,360 | $380,798.73 | $447,149.2 | $66,350.47 | 17.42% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,348 | $390,787.17 | $448,045.38 | $57,258.21 | 14.65% |
David Quinn Pine Harbor Wealth Management, LLC | 2,470 | $444,217.72 | $471,325.42 | $27,107.7 | 6.1% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,073 | $225,972.96 | $395,569.88 | $169,596.92 | 75.05% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,779 | $1.22M | $2.06M | $837,572.73 | 68.69% |
Columbia Bank Columbia Bank | 2,549 | $416,735.31 | $486,400.21 | $69,664.9 | 16.72% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1,125 | $203,598 | $214,672.51 | $11,074.51 | 5.44% |
| WL Wealthcollab LLC WealthCollab, LLC | 371 | $60,420.32 | $69,006 | $8,585.68 | 14.21% |
Ian Jameson American Capital Advisory, LLC | 16,706 | $1.75M | $3.19M | $1.43M | 81.84% |
Chris M. Frantz Catalina Capital Group, LLC | 1,760 | $214,469.2 | $335,843.22 | $121,374.02 | 56.59% |
Richard Zipkis Granite Group Advisors, LLC | 3,629 | $654,970.42 | $692,485.82 | $37,515.4 | 5.73% |
David Maxey Heritage Family Offices, LLP | 5,860 | $696,424.61 | $1.12M | $421,780.65 | 60.56% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,773 | $314,745.26 | $338,323.88 | $23,578.62 | 7.49% |
Joel W. Lake Capstone Wealth Management, LLC | 1,723 | $311,708 | $328,782.88 | $17,074.88 | 5.48% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,400 | $3.39M | $5.23M | $1.83M | 54.04% |