| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Scott Phillips Templeton & Phillips Capital Management LLC | 871 | $219,178 | $214,170.19 | -$5,007.81 | -2.28% |
Marc White Clarendon Private LLC | 4,478 | $848,277.63 | $1.12M | $275,431.69 | 32.47% |
Sheryl Stephens Stephens Consulting LLC | 1,464 | $230,061.04 | $367,376.16 | $137,315.12 | 59.69% |
Dennis Wallace Fortune Financial Advisors LLC | 2,542 | $552,809.49 | $637,889.48 | $85,079.99 | 15.39% |
| JS Jeffrey Starkey Kooman & Associates | 3,417 | $571,396.24 | $857,461.98 | $286,065.74 | 50.06% |
Nelson J. Lam LAM GROUP Inc. | 293 | $63,645 | $73,525.42 | $9,880.42 | 15.52% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 15,059 | $2.45M | $3.78M | $1.33M | 54.54% |
Lucas Mosher SP Asset Management LLC | 226,049 | $36.09M | $56.72M | $20.64M | 57.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,821 | $415,300.87 | $447,765.69 | $32,464.82 | 7.82% |
Stephen Smith Kestra Investment Management LLC | 10,645 | $2.15M | $2.6M | $444,763.75 | 20.68% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,432 | $269,124.92 | $359,346.08 | $90,221.16 | 33.52% |
Sue Oleari Trifecta Capital Advisors LLC | 40,702 | $7.44M | $10.21M | $2.78M | 37.34% |
Amy Hart Phillips Wealth Planners LLC | 7,574 | $1.3M | $1.86M | $563,976.24 | 43.44% |
Scott Register Register Financial Advisors LLC | 11,849 | $1.91M | $2.97M | $1.06M | 55.42% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,651 | $454,828.14 | $661,318.49 | $206,490.35 | 45.4% |
Bree Pate Olisti Co. Wealth LLC | 1,884 | $450,554.63 | $472,770.96 | $22,216.33 | 4.93% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 38,686 | $7.31M | $9.62M | $2.31M | 31.57% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,231 | $250,904.19 | $308,907.14 | $58,002.95 | 23.12% |
Timothy J. Videnka Forza Wealth Management LLC | 10,703 | $1.72M | $2.69M | $969,495.66 | 56.49% |
Kevin Gray Lodestar Private Asset Management LLC | 4,198 | $606,791.28 | $1.05M | $446,654.84 | 73.61% |