| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,498 | $467,434.65 | $686,889.58 | $219,454.98 | 46.95% |
Ashley Meredith Abel Hall, LLC | 30,396 | $3.35M | $4.64M | $1.29M | 38.42% |
| CI CacheTech Inc. CacheTech Inc. | 5,005 | $712,324.65 | $764,313.55 | $51,988.95 | 7.3% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 850 | $136,813 | $129,803.5 | -$7,009.49 | -5.12% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 3,152 | $352,515.17 | $481,341.92 | $128,826.78 | 36.54% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,440 | $754,025.09 | $1.14M | $382,137.39 | 50.68% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 5,422 | $624,181.44 | $827,993.62 | $203,812.23 | 32.65% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,961 | $335,191.25 | $452,174.31 | $116,983.09 | 34.9% |
Erik Roemer GERBER, LLC | 1,916 | $225,650.39 | $292,592.36 | $66,941.99 | 29.67% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,949 | $220,288.15 | $297,631.79 | $77,343.66 | 35.11% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 3,235 | $339,729.56 | $494,016.85 | $154,287.32 | 45.41% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,889 | $227,325 | $288,469.19 | $61,144.21 | 26.9% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 21,820 | $2.36M | $3.33M | $972,999.99 | 41.24% |
Mark VanderPol VanderPol Investments L.L.C. | 3,038 | $348,469.26 | $463,932.98 | $115,463.75 | 33.13% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 5,462 | $546,502.6 | $834,102.02 | $287,599.47 | 52.62% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 9,435 | $953,263.24 | $1.44M | $487,555.71 | 51.15% |
| FHW Fox Hill Wealth Management Fox Hill Wealth Management | 8,855 | $1.05M | $1.35M | $302,320.32 | 28.79% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,098 | $257,303 | $320,385.58 | $63,082.6 | 24.52% |
Douglas E. Morisoli Fairman Group, LLC | 908 | $106,362.65 | $138,660.68 | $32,298.04 | 30.37% |
Donald O. Dempster DLK Investment Management, LLC | 3,892 | $402,461.35 | $594,347.32 | $191,886.01 | 47.68% |