| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 1,332 | $143,589.2 | $207,046.08 | $63,456.88 | 44.19% |
Jay S. Arce Taylor Financial Group, Inc. | 7,211 | $725,458.7 | $1.12M | $395,419.14 | 54.51% |
Sean Rooney Prospect Financial Services LLC | 16,619 | $1.66M | $2.52M | $858,359.03 | 51.66% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,113 | $867,471.79 | $794,764.72 | -$72,707.07 | -8.38% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 41,471 | $4.87M | $6.34M | $1.48M | 30.31% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,498 | $467,434.65 | $699,169.12 | $231,734.47 | 49.58% |
Ashley Meredith Abel Hall, LLC | 24,851 | $2.8M | $3.86M | $1.06M | 38.01% |
| CI CacheTech Inc. CacheTech Inc. | 5,988 | $846,724.62 | $956,822.52 | $110,097.9 | 13% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 850 | $136,813 | $132,124 | -$4,689 | -3.43% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 2,675 | $304,892.61 | $405,610.25 | $100,717.64 | 33.03% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 7,467 | $757,716.53 | $1.16M | $402,953.95 | 53.18% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 4,962 | $570,711.06 | $792,679.5 | $221,968.44 | 38.89% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,297 | $389,709.02 | $357,045.68 | -$32,663.34 | -8.38% |
Erik Roemer GERBER, LLC | 1,917 | $225,787.12 | $297,978.48 | $72,191.36 | 31.97% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,202 | $261,038.1 | $336,784.91 | $75,746.81 | 29.02% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 3,235 | $339,729.56 | $502,848.4 | $163,118.84 | 48.01% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,142 | $499,099.27 | $643,832.48 | $144,733.21 | 29% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,280 | $293,230.91 | $348,714.62 | $55,483.71 | 18.92% |
Jessica Vickery BlueChip Wealth Advisors LLC | 3,870 | $423,810.91 | $601,552.8 | $177,741.89 | 41.94% |
Mark VanderPol VanderPol Investments L.L.C. | 3,038 | $348,469.26 | $472,226.72 | $123,757.46 | 35.51% |