| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornelius T. McDonald III Wealth Group, Ltd. | 761 | $241,739.26 | $289,819.24 | $48,079.98 | 19.89% |
Erik Roemer GERBER, LLC | 2,302 | $581,759.29 | $876,693.68 | $294,934.39 | 50.7% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,415 | $381,394.11 | $538,888.6 | $157,494.49 | 41.29% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,857 | $845,629.86 | $707,219.88 | -$138,409.98 | -16.37% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,275 | $1.21M | $1.63M | $419,585.34 | 34.72% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,875 | $468,510.15 | $714,075 | $245,564.85 | 52.41% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,267 | $471,007 | $482,524.28 | $11,517.28 | 2.45% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,031 | $309,289.56 | $392,646.04 | $83,356.48 | 26.95% |
Mark VanderPol VanderPol Investments L.L.C. | 1,090 | $294,689.61 | $415,115.6 | $120,425.99 | 40.87% |
Michael Bailey MGB Wealth Management, LLC | 1,366 | $424,580.5 | $520,227.44 | $95,646.94 | 22.53% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,045 | $373,544.54 | $397,977.8 | $24,433.26 | 6.54% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 7,155 | $2.37M | $2.72M | $358,242.27 | 15.14% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 9,254 | $2.18M | $3.52M | $1.34M | 61.58% |
Douglas E. Morisoli Fairman Group, LLC | 776 | $192,792.76 | $295,531.84 | $102,739.08 | 53.29% |
Donald O. Dempster DLK Investment Management, LLC | 18,928 | $5.24M | $7.21M | $1.97M | 37.49% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 26,116 | $10.61M | $9.95M | -$665,176.17 | -6.27% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 4,017 | $1.08M | $1.53M | $447,722.97 | 41.37% |
Columbia Bank Columbia Bank | 737 | $234,169.51 | $280,679.08 | $46,509.57 | 19.86% |
Robert Santos Arrowroot Family Office, LLC | 1,517 | $395,867.38 | $577,734.28 | $181,866.9 | 45.94% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 2,978 | $1.14M | $1.13M | -$3,821.13 | -0.34% |