| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,311 | $1.23M | $1.3M | $76,681.07 | 6.26% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,501 | $290,322.75 | $358,994.17 | $68,671.42 | 23.65% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 3,479 | $646,176.5 | $856,495.01 | $210,318.51 | 32.55% |
Nitin Kumbhani Accent Capital Management, LLC | 1,240 | $293,409 | $305,275.6 | $11,866.6 | 4.04% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 970 | $229,521 | $237,844 | $8,323 | 3.63% |
Nicholas Jeffries M3 Advisory Group, LLC | 66,470 | $11.88M | $15.9M | $4.02M | 33.85% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 30,104 | $5.16M | $7.38M | $2.22M | 43.06% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,469 | $892,858.22 | $1.07M | $175,992.51 | 19.71% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,267 | $247,956.11 | $303,028.39 | $55,072.28 | 22.21% |
David Quinn Pine Harbor Wealth Management, LLC | 3,374 | $585,599.71 | $830,645.06 | $245,045.35 | 41.85% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,375 | $274,141.89 | $328,858.75 | $54,716.86 | 19.96% |
Douglas E. Morisoli Fairman Group, LLC | 1,743 | $298,954.53 | $416,873.31 | $117,918.78 | 39.44% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,067 | $230,694.33 | $255,194.39 | $24,500.06 | 10.62% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 17,919 | $3.05M | $4.41M | $1.36M | 44.41% |
Columbia Bank Columbia Bank | 925 | $218,874 | $221,232.25 | $2,358.25 | 1.08% |
Robert Santos Arrowroot Family Office, LLC | 14,459 | $2.39M | $3.46M | $1.06M | 44.48% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 861 | $136,638.24 | $205,925.37 | $69,287.13 | 50.71% |
| WL Wealthcollab LLC WealthCollab, LLC | 390 | $77,441.74 | $95,628 | $18,186.26 | 23.48% |
Kayla Tweedy JBR Co Financial Management Inc | 2,867 | $488,536.61 | $685,700.39 | $197,163.78 | 40.36% |
Ian Jameson American Capital Advisory, LLC | 2,800 | $521,547.64 | $669,676 | $148,128.36 | 28.4% |