| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Distler Lakeridge Wealth Management LLC | 1,732 | $296,930.47 | $372,761.04 | $75,830.57 | 25.54% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,742 | $255,984.08 | $374,913.24 | $118,929.16 | 46.46% |
Corey Saft Sivia Capital Partners, LLC | 1,645 | $216,161.36 | $354,036.9 | $137,875.54 | 63.78% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,087 | $276,208.09 | $664,384.14 | $388,176.05 | 140.54% |
Angela Pompian Sunpointe, LLC | 3,312 | $379,305.73 | $712,808.64 | $333,502.91 | 87.92% |
D. Garet Strange Hobbs Group Advisors, LLC | 1,328 | $244,816.59 | $295,825.27 | $51,008.68 | 20.84% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,289 | $797,107.2 | $1.14M | $341,191.38 | 42.8% |
Kyle Jones Pineridge Advisors LLC | 7 | $588.95 | $1,506.54 | $917.59 | 155.8% |
Michael Koch Counterweight Ventures, LLC | 3,810 | $329,225.54 | $819,988.2 | $490,762.66 | 149.07% |
Jay S. Arce Taylor Financial Group, Inc. | 2,591 | $267,545.52 | $557,635.02 | $290,089.5 | 108.43% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 6,069 | $851,711.92 | $1.31M | $454,458.26 | 53.36% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,809 | $878,127.07 | $1.08M | $199,666.01 | 22.74% |
Ashley Meredith Abel Hall, LLC | 1,594 | $287,143.6 | $343,060.68 | $55,917.08 | 19.47% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 412 | $57,074.95 | $88,670.64 | $31,595.69 | 55.36% |
Cornelius T. McDonald III Wealth Group, Ltd. | 14,264 | $2.5M | $3.07M | $564,976.28 | 22.55% |
Erik Roemer GERBER, LLC | 1,680 | $167,695.41 | $361,569.6 | $193,874.19 | 115.61% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 19,942 | $1.73M | $4.29M | $2.56M | 147.43% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,352 | $227,816.13 | $301,468.96 | $73,652.83 | 32.33% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,790 | $302,676.75 | $600,463.8 | $297,787.05 | 98.38% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,369 | $505,024.11 | $940,296.18 | $435,272.07 | 86.19% |