| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 6,121 | $122,113.42 | $134,508.97 | $12,395.55 | 10.15% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 775 | $19,250.73 | $17,030.62 | -$2,220.11 | -11.53% |
Angela Pompian Sunpointe, LLC | 11,905 | $205,887.28 | $259,648.05 | $53,760.77 | 26.11% |
D. Garet Strange Hobbs Group Advisors, LLC | 10,898 | $281,248.76 | $237,685.38 | -$43,563.38 | -15.49% |
Kyle Jones Pineridge Advisors LLC | 3,733 | $81,837.61 | $81,416.73 | -$420.88 | -0.51% |
Jay S. Arce Taylor Financial Group, Inc. | 55,718 | $1M | $1.22M | $223,641.58 | 22.35% |
Sean Rooney Prospect Financial Services LLC | 11,268 | $189,078.48 | $247,614.3 | $58,535.82 | 30.96% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 37,159 | $894,175.07 | $810,437.79 | -$83,737.28 | -9.36% |
Ashley Meredith Abel Hall, LLC | 27,878 | $670,543.86 | $611,922.1 | -$58,621.76 | -8.74% |
| CI CacheTech Inc. CacheTech Inc. | 17,043 | $349,893.97 | $374,519.92 | $24,625.95 | 7.04% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,317 | $23,372.83 | $28,941.07 | $5,568.24 | 23.82% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 8,483 | $245,931 | $186,413.92 | -$59,517.08 | -24.2% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 12,958 | $266,777.01 | $283,585.83 | $16,808.82 | 6.3% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 12,230 | $213,500.79 | $269,365.75 | $55,864.96 | 26.17% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 15,820 | $458,622 | $345,034.2 | -$113,587.8 | -24.77% |
Jessica Vickery BlueChip Wealth Advisors LLC | 8,061 | $227,647.19 | $177,543.52 | -$50,103.67 | -22.01% |
Michael Bailey MGB Wealth Management, LLC | 9,331 | $268,639.01 | $203,462.45 | -$65,176.56 | -24.26% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 7,584 | $214,476 | $165,407.04 | -$49,068.96 | -22.88% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 21,753 | $548,199.77 | $479,109.82 | -$69,089.95 | -12.6% |
Douglas E. Morisoli Fairman Group, LLC | 996 | $16,975.98 | $21,722.76 | $4,746.78 | 27.96% |