| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Koch Counterweight Ventures, LLC | 2,882 | $249,349.97 | $341,920.48 | $92,570.51 | 37.12% |
Jay S. Arce Taylor Financial Group, Inc. | 2,405 | $197,272.88 | $283,994.42 | $86,721.54 | 43.96% |
Sean Rooney Prospect Financial Services LLC | 1,877 | $209,126.2 | $221,185.68 | $12,059.48 | 5.77% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 9,580 | $867,388.16 | $1.14M | $271,769.64 | 31.33% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 5,500 | $678,581 | $649,467.5 | -$29,113.5 | -4.29% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 38,824 | $4.21M | $4.61M | $399,038.28 | 9.48% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 5,532 | $687,517 | $656,814.36 | -$30,702.64 | -4.47% |
Ashley Meredith Abel Hall, LLC | 14,614 | $1.47M | $1.73M | $262,214.38 | 17.82% |
| CI CacheTech Inc. CacheTech Inc. | 7,895 | $846,723.96 | $934,846.95 | $88,122.99 | 10.41% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 300 | $37,284 | $35,559 | -$1,725 | -4.63% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 19,791 | $1.31M | $2.36M | $1.05M | 79.95% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 3,879 | $278,491.82 | $459,855.45 | $181,363.63 | 65.12% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 2,948 | $278,208.63 | $350,561.42 | $72,352.79 | 26.01% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 2,946 | $210,390.3 | $348,143.55 | $137,753.25 | 65.48% |
Cornelius T. McDonald III Wealth Group, Ltd. | 157,447 | $16.36M | $18.61M | $2.26M | 13.8% |
Nitin Kumbhani Accent Capital Management, LLC | 17,938 | $1.87M | $2.13M | $258,628.33 | 13.85% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 5,610 | $629,594.77 | $665,205.75 | $35,610.98 | 5.66% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,908 | $212,570 | $225,086.76 | $12,516.76 | 5.89% |
Nicholas Jeffries M3 Advisory Group, LLC | 5,990 | $378,169.09 | $713,049.6 | $334,880.51 | 88.55% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 30,837 | $2.75M | $3.67M | $919,076.17 | 33.41% |