| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,380 | $90,517.59 | $111,711 | $21,193.41 | 23.41% |
Todd A. Rustman Clarity Capital Partners LLC | 5,816 | $371,357.42 | $470,805.2 | $99,447.78 | 26.78% |
D. Garet Strange Hobbs Group Advisors, LLC | 14,279 | $837,676.06 | $1.19M | $355,619.97 | 42.45% |
Kyle Jones Pineridge Advisors LLC | 392 | $23,965.86 | $31,732.4 | $7,766.54 | 32.41% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 9,339 | $763,742 | $772,241.91 | $8,499.91 | 1.11% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 17,409 | $1.01M | $1.41M | $396,698.9 | 39.18% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 37,332 | $2.18M | $3.02M | $842,304.57 | 38.64% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 42,380 | $2.65M | $3.54M | $895,632.7 | 33.85% |
Philip Smith SWP FINANCIAL LLC | 39,538 | $2.34M | $3.2M | $857,906.89 | 36.62% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 15,098 | $925,121.5 | $1.25M | $323,332.12 | 34.95% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 7,700 | $465,557.5 | $623,315 | $157,757.5 | 33.89% |
Michael Bailey MGB Wealth Management, LLC | 588 | $40,475.26 | $47,598.6 | $7,123.34 | 17.6% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 3,350 | $282,153 | $278,452 | -$3,701 | -1.31% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,346 | $312,042.8 | $351,808.7 | $39,765.9 | 12.74% |
Addis & Hill Inc. Addis & Hill, Inc | 138,549 | $8.3M | $11.22M | $2.92M | 35.15% |
Douglas E. Morisoli Fairman Group, LLC | 2,676 | $158,539.38 | $216,622.2 | $58,082.82 | 36.64% |
Columbia Bank Columbia Bank | 4,810 | $311,935.85 | $389,369.5 | $77,433.65 | 24.82% |
Kelly Harris Glass Wealth Management Co LLC | 2,666 | $214,770 | $215,812.7 | $1,042.7 | 0.49% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1.53M | $90.88M | $123.63M | $32.76M | 36.04% |
Chris M. Frantz Catalina Capital Group, LLC | 2,828 | $207,674.18 | $228,926.6 | $21,252.42 | 10.23% |