| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,637 | $347,289.34 | $381,630.41 | $34,341.07 | 9.89% |
Angela Pompian Sunpointe, LLC | 3,249 | $273,598.25 | $342,737.01 | $69,138.76 | 25.27% |
D. Garet Strange Hobbs Group Advisors, LLC | 6,426 | $559,769 | $677,878.74 | $118,109.74 | 21.1% |
Kyle Jones Pineridge Advisors LLC | 92 | $8,374.26 | $9,705.08 | $1,330.82 | 15.89% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 15,992 | $1.63M | $1.68M | $41,898.52 | 2.56% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,524 | $297,743.57 | $371,746.76 | $74,003.19 | 24.85% |
Ashley Meredith Abel Hall, LLC | 3,531 | $316,342 | $370,084.11 | $53,742.11 | 16.99% |
Cornelius T. McDonald III Wealth Group, Ltd. | 6,205 | $577,160.03 | $651,090.65 | $73,930.62 | 12.81% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,069 | $292,484.82 | $320,219.46 | $27,734.64 | 9.48% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,979 | $455,390.34 | $525,234.71 | $69,844.37 | 15.34% |
Michael Bailey MGB Wealth Management, LLC | 3,000 | $274,890 | $313,050 | $38,160 | 13.88% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,210 | $305,593.11 | $338,622.9 | $33,029.79 | 10.81% |
Douglas E. Morisoli Fairman Group, LLC | 85 | $8,145.5 | $8,966.65 | $821.15 | 10.08% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,575 | $340,850.23 | $374,695.75 | $33,845.52 | 9.93% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,000 | $96,010.76 | $104,810 | $8,799.24 | 9.16% |
Kayla Tweedy JBR Co Financial Management Inc | 4,541 | $435,981.56 | $479,030.09 | $43,048.53 | 9.87% |
Ian Jameson American Capital Advisory, LLC | 749 | $71,033.31 | $78,502.69 | $7,469.38 | 10.52% |
Chris M. Frantz Catalina Capital Group, LLC | 16,255 | $1.55M | $1.71M | $155,416.9 | 10% |
Richard Zipkis Granite Group Advisors, LLC | 32,688 | $2.87M | $3.44M | $570,139.88 | 19.89% |
David Maxey Heritage Family Offices, LLP | 7,416 | $664,399 | $782,313.84 | $117,914.84 | 17.75% |