| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornelius T. McDonald III Wealth Group, Ltd. | 16,663 | $5.53M | $6.1M | $571,922.16 | 10.34% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,115 | $360,851.87 | $404,075.99 | $43,224.12 | 11.98% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 620 | $165,670.66 | $227,000.6 | $61,329.94 | 37.02% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,357 | $379,605.32 | $496,838.41 | $117,233.09 | 30.88% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,504 | $428,529.21 | $545,049.58 | $116,520.37 | 27.19% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 14,379 | $3.93M | $5.26M | $1.33M | 33.97% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,990 | $583,217.37 | $728,598.7 | $145,381.33 | 24.93% |
Mark VanderPol VanderPol Investments L.L.C. | 1,235 | $326,027.3 | $452,170.55 | $126,143.25 | 38.69% |
Michael Bailey MGB Wealth Management, LLC | 6,280 | $1.73M | $2.3M | $570,798.22 | 33.02% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,658 | $1.05M | $1.34M | $294,143.07 | 28.14% |
David Quinn Pine Harbor Wealth Management, LLC | 1,722 | $448,452.55 | $630,475.86 | $182,023.31 | 40.59% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2,393 | $723,260.32 | $876,149.09 | $152,888.77 | 21.14% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 905 | $312,951.27 | $331,347.65 | $18,396.38 | 5.88% |
Douglas E. Morisoli Fairman Group, LLC | 73 | $19,026.94 | $26,727.49 | $7,700.55 | 40.47% |
Donald O. Dempster DLK Investment Management, LLC | 31,906 | $8.42M | $11.68M | $3.26M | 38.71% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,323 | $1.24M | $1.58M | $338,515.3 | 27.21% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,705 | $458,688.57 | $624,251.65 | $165,563.08 | 36.09% |
Columbia Bank Columbia Bank | 11,139 | $3.18M | $4.08M | $896,846.21 | 28.19% |
Kelly Harris Glass Wealth Management Co LLC | 11,481 | $3.5M | $4.2M | $706,390.49 | 20.2% |
Robert Santos Arrowroot Family Office, LLC | 3,298 | $1.05M | $1.22M | $165,176.53 | 15.68% |