| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephanie Ternes Wealth Forward, LLC | 746 | $329,470.1 | $267,940.82 | -$61,529.28 | -18.68% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 1,022 | $303,097.97 | $370,321.7 | $67,223.73 | 22.18% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 858 | $276,278.55 | $314,208.18 | $37,929.63 | 13.73% |
Ashley Meredith Abel Hall, LLC | 7,364 | $3.12M | $2.65M | -$470,400.85 | -15.06% |
| CI CacheTech Inc. CacheTech Inc. | 11,723 | $4.14M | $4.27M | $125,199.77 | 3.02% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 3,661 | $814,553.02 | $1.32M | $504,761.55 | 61.97% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 500 | $210,300 | $179,932.5 | -$30,367.5 | -14.44% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,241 | $864,227.27 | $812,967.57 | -$51,259.7 | -5.93% |
Erik Roemer GERBER, LLC | 2,302 | $581,759.29 | $833,047.76 | $251,288.47 | 43.19% |
Nitin Kumbhani Accent Capital Management, LLC | 10,704 | $4.5M | $3.82M | -$683,450 | -15.18% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,496 | $415,462.73 | $538,919.04 | $123,456.31 | 29.72% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,857 | $845,629.86 | $675,242.34 | -$170,387.52 | -20.15% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,368 | $1.25M | $1.59M | $344,447.31 | 27.61% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,875 | $468,510.15 | $675,318.75 | $206,808.6 | 44.14% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,269 | $471,848.2 | $456,757.51 | -$15,090.69 | -3.2% |
Jessica Vickery BlueChip Wealth Advisors LLC | 920 | $280,522.76 | $334,852.4 | $54,329.64 | 19.37% |
Mark VanderPol VanderPol Investments L.L.C. | 1,090 | $294,689.61 | $392,225.6 | $97,535.99 | 33.1% |
Michael Bailey MGB Wealth Management, LLC | 1,366 | $424,580.5 | $487,470.76 | $62,890.26 | 14.81% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,045 | $373,544.54 | $376,231.35 | $2,686.81 | 0.72% |
Fox Hill Wealth Management Fox Hill Wealth Management | 1,466 | $616,600 | $531,337.04 | -$85,262.96 | -13.83% |