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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Patrick Gaul Oceanside Advisors LLC | 1,173 | $805,706 | $805,440.47 | -$265.53 | -0.03% |
 Todd A. Rustman Clarity Capital Partners LLC | 5,342 | $2.6M | $3.67M | $1.07M | 40.92% |
 D. Garet Strange Hobbs Group Advisors, LLC | 626 | $343,852.97 | $444,566.42 | $100,713.45 | 29.29% |
 Kyle Jones Pineridge Advisors LLC | 638 | $278,637.84 | $438,082.71 | $159,444.87 | 57.22% |
 Jay S. Arce Taylor Financial Group, Inc. | 867 | $378,532 | $595,325.57 | $216,793.57 | 57.27% |
 Sean Rooney Prospect Financial Services LLC | 14,692 | $8.29M | $10.4M | $2.11M | 25.45% |
 Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,531 | $914,828.94 | $1.05M | $136,432.24 | 14.91% |
 KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 31,900 | $18.39M | $21.9M | $3.52M | 19.13% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 199,635 | $127.93M | $141.86M | $13.93M | 10.89% |
 Stephanie Ternes Wealth Forward, LLC | 1,437 | $627,682 | $986,716.08 | $359,034.08 | 57.2% |
 John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,867 | $1.72M | $2.66M | $932,256.89 | 54.11% |
 Stacy Creekmur Creekmur Asset Management LLC | 1,278 | $729,429.13 | $908,146.77 | $178,717.64 | 24.5% |
 Drew Garner ARK & TLK INVESTMENTS, LLC | 546 | $299,404.51 | $374,910.91 | $75,506.4 | 25.22% |
| CI CacheTech Inc. CacheTech Inc. | 17,525 | $9.15M | $12.45M | $3.3M | 36.1% |
 Accordant Advisory Group Inc. Accordant Advisory Group Inc | 400 | $192,280.35 | $274,660.01 | $82,379.66 | 42.84% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 695 | $389,117.95 | $493,130.3 | $104,012.35 | 26.73% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 6,511 | $3.13M | $4.62M | $1.49M | 47.7% |
 Erik Roemer GERBER, LLC | 636 | $411,145.6 | $436,709.41 | $25,563.81 | 6.22% |
 Nitin Kumbhani Accent Capital Management, LLC | 14,054 | $9.65M | $9.98M | $328,301.18 | 3.4% |
 Philip Smith SWP FINANCIAL LLC | 312 | $214,285 | $214,234.81 | -$50.19 | -0.02% |
