| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 626 | $343,852.97 | $443,658.72 | $99,805.75 | 29.03% |
Kyle Jones Pineridge Advisors LLC | 638 | $278,637.84 | $448,003.6 | $169,365.76 | 60.78% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 829 | $569,756 | $586,607.86 | $16,851.86 | 2.96% |
Jay S. Arce Taylor Financial Group, Inc. | 867 | $378,532 | $615,474.64 | $236,942.64 | 62.6% |
Sean Rooney Prospect Financial Services LLC | 14,692 | $8.29M | $10.42M | $2.14M | 25.77% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,531 | $914,828.94 | $1.09M | $170,473.99 | 18.63% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 31,900 | $18.39M | $22.65M | $4.26M | 23.16% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 199,635 | $127.93M | $140.02M | $12.09M | 9.45% |
Stephanie Ternes Wealth Forward, LLC | 1,437 | $627,682 | $1.02M | $388,032.71 | 61.82% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,867 | $1.72M | $2.74M | $1.02M | 58.96% |
Stacy Creekmur Creekmur Asset Management LLC | 1,278 | $729,429.13 | $896,766.21 | $167,337.08 | 22.94% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 546 | $299,404.51 | $387,703.68 | $88,299.17 | 29.49% |
| CI CacheTech Inc. CacheTech Inc. | 17,525 | $9.15M | $12.44M | $3.29M | 35.94% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 400 | $192,280.35 | $282,232 | $89,951.65 | 46.78% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 695 | $389,117.95 | $493,192.85 | $104,074.9 | 26.75% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 6,511 | $3.13M | $4.61M | $1.48M | 47.3% |
Erik Roemer GERBER, LLC | 636 | $411,145.6 | $450,688.68 | $39,543.08 | 9.62% |
Nitin Kumbhani Accent Capital Management, LLC | 14,054 | $9.65M | $9.91M | $259,296.04 | 2.69% |
Philip Smith SWP FINANCIAL LLC | 312 | $214,285 | $220,719.72 | $6,434.72 | 3% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 19,239 | $8.75M | $13.62M | $4.87M | 55.61% |