| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 6,409 | $1.97M | $2.57M | $598,733.05 | 30.42% |
| CI CacheTech Inc. CacheTech Inc. | 586 | $201,051 | $235,780.03 | $34,729.03 | 17.27% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 155 | $44,458.68 | $62,394.48 | $17,935.8 | 40.34% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 984 | $258,931.26 | $394,416.72 | $135,485.46 | 52.32% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 21,272 | $5.57M | $8.51M | $2.94M | 52.81% |
Cornelius T. McDonald III Wealth Group, Ltd. | 16,663 | $5.53M | $6.71M | $1.18M | 21.4% |
Nitin Kumbhani Accent Capital Management, LLC | 11,345 | $3.89M | $4.56M | $669,455.95 | 17.2% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,115 | $360,851.87 | $445,799.3 | $84,947.43 | 23.54% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 620 | $165,670.66 | $248,124 | $82,453.34 | 49.77% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,357 | $379,605.32 | $546,396.05 | $166,790.73 | 43.94% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,504 | $428,529.21 | $605,224.64 | $176,695.43 | 41.23% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 14,379 | $3.93M | $5.81M | $1.88M | 47.73% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,990 | $583,217.37 | $800,875.52 | $217,658.15 | 37.32% |
Mark VanderPol VanderPol Investments L.L.C. | 1,235 | $326,027.3 | $493,839.45 | $167,812.15 | 51.47% |
Michael Bailey MGB Wealth Management, LLC | 6,280 | $1.73M | $2.46M | $729,682.16 | 42.21% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,658 | $1.05M | $1.48M | $431,574.13 | 41.29% |
David Quinn Pine Harbor Wealth Management, LLC | 1,722 | $448,452.55 | $690,194.82 | $241,742.27 | 53.91% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2,393 | $723,260.32 | $955,955.66 | $232,695.34 | 32.17% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 905 | $312,951.27 | $365,294.2 | $52,342.93 | 16.73% |
Douglas E. Morisoli Fairman Group, LLC | 74 | $19,367.94 | $28,965.82 | $9,597.88 | 49.56% |