| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 2,684 | $577,259.96 | $1.39M | $816,863.27 | 141.51% |
David McNeely Darden Wealth Group Inc | 683 | $205,781 | $354,763.86 | $148,982.86 | 72.4% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 300 | $57,609.9 | $155,825.99 | $98,216.09 | 170.48% |
Jonathan Chatfield LM Advisors LLC | 1,426 | $629,175.47 | $740,692.89 | $111,517.42 | 17.72% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,880 | $4.41M | $3.57M | -$834,823.54 | -18.94% |
David Novak Novak & Powell Financial Services, Inc. | 1,050 | $201,634.65 | $545,390.98 | $343,756.33 | 170.48% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,443 | $662,383.05 | $1.77M | $1.11M | 167.34% |
Dana Zucker Gray Foundation | 34,371 | $6.6M | $17.12M | $10.52M | 159.41% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1,458 | $934,508 | $750,447.18 | -$184,060.82 | -19.7% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 723 | $148,528.37 | $375,540.66 | $227,012.29 | 152.84% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,008 | $6.41M | $5M | -$1.41M | -22.03% |
Seth Hodes Able Wealth Management LLC | 363 | $232,548.56 | $188,549.45 | -$43,999.11 | -18.92% |
Brian Distler Lakeridge Wealth Management LLC | 375 | $240,163 | $194,782.49 | -$45,380.51 | -18.9% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,798 | $1.54M | $1.45M | -$86,499.72 | -5.62% |
| CI CacheTech Inc. CacheTech Inc. | 13,467 | $3.11M | $7M | $3.88M | 124.76% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 5,233 | $1.14M | $2.72M | $1.58M | 137.97% |
Erik Roemer GERBER, LLC | 1,267 | $243,733.92 | $644,820.64 | $401,086.72 | 164.56% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,662 | $903,986.06 | $1.35M | $444,929.2 | 49.22% |
David Quinn Pine Harbor Wealth Management, LLC | 1,622 | $312,860.96 | $836,570.83 | $523,709.87 | 167.39% |
Robert Santos Arrowroot Family Office, LLC | 1,027 | $221,303.43 | $533,444.32 | $312,140.89 | 141.05% |