| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 6,840 | $1.6M | $2.34M | $735,629.38 | 45.88% |
Jennifer Milam Mustard Seed Financial, LLC | 6,172 | $1.38M | $2.11M | $729,081.5 | 52.77% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 9,132 | $2.39M | $3.12M | $728,045.86 | 30.4% |
David Novak Novak & Powell Financial Services, Inc. | 28,637 | $6.35M | $9.79M | $3.44M | 54.16% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 139 | $42,793 | $47,535.22 | $4,742.22 | 11.08% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 836,558 | $188.97M | $286.09M | $97.12M | 51.39% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 7,962 | $1.96M | $2.72M | $763,665.73 | 38.98% |
Tammy Trenta FF Advisors,LLC | 2,471 | $559,339.62 | $845,032.6 | $285,692.98 | 51.08% |
Kyle Jones Pineridge Advisors LLC | 13 | $3,422.78 | $4,445.74 | $1,022.96 | 29.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,114 | $631,886 | $722,945.74 | $91,059.74 | 14.41% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 11,409 | $2.49M | $3.9M | $1.41M | 56.76% |
| CI CacheTech Inc. CacheTech Inc. | 26,378 | $7.29M | $9.02M | $1.73M | 23.79% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 16,264 | $3.59M | $5.56M | $1.97M | 54.93% |
Nitin Kumbhani Accent Capital Management, LLC | 1,419 | $424,068.15 | $485,269.63 | $61,201.48 | 14.43% |
Philip Smith SWP FINANCIAL LLC | 12,732 | $2.83M | $4.35M | $1.52M | 53.72% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 101,070 | $30.57M | $34.56M | $4M | 13.07% |
Nicholas Jeffries M3 Advisory Group, LLC | 945 | $269,863.26 | $323,171.11 | $53,307.85 | 19.75% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,474 | $321,552 | $504,078.53 | $182,526.53 | 56.76% |
David Quinn Pine Harbor Wealth Management, LLC | 2,155 | $541,396.15 | $736,966.92 | $195,570.77 | 36.12% |
Addis & Hill Inc. Addis & Hill, Inc | 187,371 | $42.79M | $64.08M | $21.29M | 49.76% |