| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 34 | $5,591.19 | $5,869.08 | $277.89 | 4.97% |
Michael Koch Counterweight Ventures, LLC | 1,888 | $273,061.6 | $332,778.88 | $59,717.28 | 21.87% |
Jay S. Arce Taylor Financial Group, Inc. | 3,761 | $550,109.54 | $671,300.89 | $121,191.35 | 22.03% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 8,922 | $1.43M | $1.54M | $107,372.46 | 7.49% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 1,500 | $277,185 | $267,735 | -$9,450 | -3.41% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,896 | $1.34M | $1.54M | $194,005.94 | 14.46% |
Ashley Meredith Abel Hall, LLC | 3,180 | $507,552.85 | $557,714.76 | $50,161.91 | 9.88% |
| CI CacheTech Inc. CacheTech Inc. | 2,526 | $459,709.72 | $446,748.36 | -$12,961.36 | -2.82% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 211 | $35,361.32 | $36,422.82 | $1,061.5 | 3% |
Cornelius T. McDonald III Wealth Group, Ltd. | 17,238 | $3.08M | $3.08M | -$521.97 | -0.02% |
Erik Roemer GERBER, LLC | 1,227 | $226,800 | $217,344.64 | -$9,455.36 | -4.17% |
Nitin Kumbhani Accent Capital Management, LLC | 2,000 | $307,220.03 | $345,240 | $38,019.97 | 12.38% |
Philip Smith SWP FINANCIAL LLC | 4,458 | $664,314.64 | $783,716.4 | $119,401.76 | 17.97% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,097 | $306,834.78 | $370,099.53 | $63,264.75 | 20.62% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 11,010 | $1.67M | $1.9M | $233,925.46 | 14.04% |
David Quinn Pine Harbor Wealth Management, LLC | 1,530 | $282,815 | $273,625.2 | -$9,189.8 | -3.25% |
Fox Hill Wealth Management Fox Hill Wealth Management | 3,732 | $585,650.81 | $665,788.8 | $80,137.99 | 13.68% |
Donald O. Dempster DLK Investment Management, LLC | 26,333 | $4.01M | $4.7M | $691,635.08 | 17.26% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 1.08M | $200.37M | $191.18M | -$9.18M | -4.58% |
Columbia Bank Columbia Bank | 2,097 | $347,173.5 | $370,875.42 | $23,701.92 | 6.83% |