| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AP Angela Pompian Sunpointe, LLC | 9,412 | $402,742.08 | $439,069.8 | $36,374.78 | 9.03% |
| DGS D. Garet Strange Hobbs Group Advisors, LLC | 5,864 | $239,043.03 | $273,555.6 | $34,541.89 | 14.45% |
| JSL JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 10,695 | $478,625.99 | $498,921.75 | $20,349.24 | 4.25% |
| KJ Kyle Jones Pineridge Advisors LLC | 141 | $5,669.8 | $6,577.65 | $908.55 | 16.02% |
| MK Michael Koch Counterweight Ventures, LLC | 11,734 | $442,371.73 | $547,391.1 | $105,078.04 | 23.75% |
| RI Raul Isern ATLANTIC FAMILY WEALTH, LLC | 7,411 | $313,266.21 | $345,723.15 | $32,493.99 | 10.37% |
| JSA Jay S. Arce Taylor Financial Group, Inc. | 16,326 | $615,857.47 | $761,607.9 | $145,832.06 | 23.68% |
| SR Sean Rooney Prospect Financial Services LLC | 22,330 | $841,838.23 | $1.04M | $199,967.92 | 23.75% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 12,493 | $513,791.67 | $582,798.45 | $69,069.24 | 13.44% |
| SC Stacy Creekmur Creekmur Asset Management LLC | 2,066 | $82,631.02 | $96,378.9 | $13,758.21 | 16.65% |
| AM Ashley Meredith Abel Hall, LLC | 22,377 | $896,783.94 | $1.04M | $147,214.99 | 16.42% |
| CI CacheTech Inc. CacheTech Inc. | 13,674 | $607,487.71 | $637,892.1 | $30,472.76 | 5.02% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 471 | $19,184 | $21,972.15 | $2,790.51 | 14.55% |
| JB Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 5,955 | $226,698.47 | $277,800.75 | $51,132.05 | 22.55% |
| JCC Joseph C. Capezza, Jr Cove Private Wealth, LLC | 13,482 | $591,561.48 | $628,935.3 | $37,441.23 | 6.33% |
| JL Jeffrey Liguori NAPATREE CAPITAL LLC | 5,819 | $258,979.24 | $271,456.35 | $12,506.21 | 4.83% |
| DEM Douglas E. Morisoli Fairman Group, LLC | 331 | $12,657.61 | $15,441.15 | $2,785.2 | 22% |
| DOD Donald O. Dempster DLK Investment Management, LLC | 5,613 | $236,146.49 | $261,846.45 | $25,728.03 | 10.89% |
| CB Columbia Bank Columbia Bank | 51,579 | $2.16M | $2.41M | $249,017.65 | 11.54% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,157 | $88,413.25 | $100,624.05 | $12,221.58 | 13.82% |