| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 9,886 | $422,811.22 | $462,763.66 | $39,952.44 | 9.45% |
D. Garet Strange Hobbs Group Advisors, LLC | 5,883 | $239,847.48 | $276,383.34 | $36,535.86 | 15.23% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 12,408 | $551,156.93 | $580,818.48 | $29,661.55 | 5.38% |
Kyle Jones Pineridge Advisors LLC | 65 | $2,682.89 | $3,042.65 | $359.76 | 13.41% |
Michael Koch Counterweight Ventures, LLC | 9,042 | $340,883.34 | $423,256.02 | $82,372.68 | 24.16% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 7,411 | $313,266.21 | $346,908.91 | $33,642.7 | 10.74% |
Jay S. Arce Taylor Financial Group, Inc. | 16,771 | $638,196.47 | $785,050.51 | $146,854.04 | 23.01% |
Sean Rooney Prospect Financial Services LLC | 20,407 | $769,341.37 | $952,598.76 | $183,257.39 | 23.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 19,066 | $803,961.56 | $897,055.28 | $93,093.72 | 11.58% |
Ashley Meredith Abel Hall, LLC | 12,678 | $527,613.1 | $593,457.18 | $65,844.08 | 12.48% |
| CI CacheTech Inc. CacheTech Inc. | 18,255 | $801,447.33 | $858,532.65 | $57,085.32 | 7.12% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 471 | $19,184 | $22,047.51 | $2,863.51 | 14.93% |
Cornelius T. McDonald III Wealth Group, Ltd. | 12,688 | $537,209.92 | $593,925.28 | $56,715.36 | 10.56% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 6,081 | $232,371.42 | $286,111.04 | $53,739.62 | 23.13% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 15,853 | $709,249.54 | $742,078.93 | $32,829.39 | 4.63% |
Michael Bailey MGB Wealth Management, LLC | 14,204 | $623,464.4 | $664,889.24 | $41,424.84 | 6.64% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 6,306 | $281,069.54 | $295,183.86 | $14,114.32 | 5.02% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,877 | $280,992.15 | $275,102.37 | -$5,889.78 | -2.1% |
Douglas E. Morisoli Fairman Group, LLC | 336 | $12,908.8 | $15,728.16 | $2,819.36 | 21.84% |
Donald O. Dempster DLK Investment Management, LLC | 5,568 | $234,258.47 | $260,638.08 | $26,379.61 | 11.26% |