| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,446 | $203,603.28 | $298,045.1 | $94,441.82 | 46.39% |
Patrick Gaul Oceanside Advisors LLC | 2,807 | $335,493 | $341,134.71 | $5,641.71 | 1.68% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 69,066 | $5.82M | $8.39M | $2.57M | 44.09% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,640 | $206,099 | $198,882.8 | -$7,216.2 | -3.5% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 15,690 | $1.4M | $1.93M | $523,160.06 | 37.25% |
Cornelius T. McDonald III Wealth Group, Ltd. | 9,077 | $1.08M | $1.11M | $25,143.29 | 2.32% |
Erik Roemer GERBER, LLC | 1,684 | $201,247 | $205,111.2 | $3,864.2 | 1.92% |
Philip Smith SWP FINANCIAL LLC | 2,800 | $262,022.1 | $339,542 | $77,519.9 | 29.59% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 5,665 | $526,686.05 | $688,677.05 | $161,991 | 30.76% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,434 | $206,112.97 | $299,016.9 | $92,903.93 | 45.07% |
Mark VanderPol VanderPol Investments L.L.C. | 2,320 | $218,595.04 | $281,207.2 | $62,612.16 | 28.64% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,421 | $298,379.62 | $432,688.08 | $134,308.46 | 45.01% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 12,826 | $1.12M | $1.62M | $497,487.43 | 44.23% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 36,783 | $2.23M | $4.65M | $2.42M | 108.73% |
Cory Davis IMZ Advisory Inc | 2,537 | $182,696.07 | $308,194.76 | $125,498.69 | 68.69% |
Robert Santos Arrowroot Family Office, LLC | 5,986 | $364,256.19 | $757,109.28 | $392,853.09 | 107.85% |
| WL Wealthcollab LLC WealthCollab, LLC | 512 | $61,195 | $62,269.44 | $1,074.44 | 1.76% |
Kayla Tweedy JBR Co Financial Management Inc | 144,480 | $10.21M | $17.75M | $7.54M | 73.9% |
Ian Jameson American Capital Advisory, LLC | 8,216 | $538,039.38 | $996,025.68 | $457,986.3 | 85.12% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 30,529 | $2.66M | $3.86M | $1.2M | 45.01% |