| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,424 | $200,973.84 | $280,796.4 | $79,822.56 | 39.72% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 60,048 | $4.74M | $6.96M | $2.21M | 46.65% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 19,488 | $1.73M | $2.2M | $471,757.4 | 27.23% |
Philip Smith SWP FINANCIAL LLC | 3,000 | $280,687.9 | $347,400 | $66,712.1 | 23.77% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 5,664 | $526,566.53 | $655,891.2 | $129,324.67 | 24.56% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,312 | $191,533.02 | $266,573.6 | $75,040.58 | 39.18% |
Mark VanderPol VanderPol Investments L.L.C. | 2,320 | $218,595.04 | $268,656 | $50,060.96 | 22.9% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 28,992 | $2.48M | $3.36M | $873,521.86 | 35.17% |
Donald O. Dempster DLK Investment Management, LLC | 2,030 | $242,625.6 | $235,074 | -$7,551.6 | -3.11% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 12,826 | $1.12M | $1.45M | $327,542.93 | 29.12% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 37,576 | $2.28M | $4.25M | $1.97M | 86.75% |
Cory Davis IMZ Advisory Inc | 2,537 | $182,696.07 | $293,784.6 | $111,088.53 | 60.81% |
Robert Santos Arrowroot Family Office, LLC | 5,504 | $306,645.35 | $637,363.2 | $330,717.85 | 107.85% |
Kayla Tweedy JBR Co Financial Management Inc | 147,030 | $10.36M | $16.63M | $6.27M | 60.5% |
Ian Jameson American Capital Advisory, LLC | 8,216 | $538,039.38 | $930,297.68 | $392,258.3 | 72.91% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 163,696 | $14.28M | $18.96M | $4.68M | 32.77% |
David Maxey Heritage Family Offices, LLP | 2,448 | $228,469.39 | $276,868.8 | $48,399.41 | 21.18% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 151,829 | $11.93M | $17.17M | $5.24M | 43.96% |
Mark Weiskind Fairway Wealth LLC | 1,120 | $97,904.93 | $129,696 | $31,791.07 | 32.47% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 72,672 | $6.62M | $8.22M | $1.6M | 24.11% |