| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Starkey Kooman & Associates | 3,417 | $571,396.24 | $985,958.26 | $414,562.02 | 72.55% |
Nelson J. Lam LAM GROUP Inc. | 293 | $63,645 | $83,276.46 | $19,631.46 | 30.85% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 15,059 | $2.45M | $4.29M | $1.85M | 75.5% |
Lucas Mosher SP Asset Management LLC | 227,799 | $36.53M | $64.75M | $28.22M | 77.25% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,821 | $415,300.87 | $520,095.81 | $104,794.94 | 25.23% |
Stephen Smith Kestra Investment Management LLC | 10,645 | $2.15M | $3.03M | $881,368.42 | 40.98% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,432 | $269,124.92 | $410,225.04 | $141,100.12 | 52.43% |
Sue Oleari Trifecta Capital Advisors LLC | 41,305 | $7.59M | $11.77M | $4.18M | 55.13% |
Amy Hart Phillips Wealth Planners LLC | 7,574 | $1.3M | $2.16M | $863,755.16 | 66.52% |
Scott Register Register Financial Advisors LLC | 11,849 | $1.91M | $3.38M | $1.46M | 76.57% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,651 | $454,828.14 | $753,626.28 | $298,798.14 | 65.69% |
Bree Pate Olisti Co. Wealth LLC | 1,885 | $450,816.15 | $536,810.3 | $85,994.15 | 19.08% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 38,686 | $7.31M | $11.02M | $3.7M | 50.61% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,231 | $250,904.19 | $349,960.99 | $99,056.8 | 39.48% |
Timothy J. Videnka Forza Wealth Management LLC | 10,703 | $1.72M | $3.07M | $1.35M | 78.64% |
Kevin Gray Lodestar Private Asset Management LLC | 4,198 | $606,791.28 | $1.19M | $586,910.02 | 96.72% |
Amy Ardeel Icon Wealth Advisors LLC | 43,276 | $7.73M | $12.34M | $4.61M | 59.71% |
John J. Edwards Breed's Hi LLCapital LLC | 10,309 | $1.67M | $2.93M | $1.26M | 75.61% |
Steve Alexandrowski GEM Asset Management LLC | 4,500 | $728,970.13 | $1.28M | $546,037.37 | 74.91% |
Joshua A. Kennon Kennon-Green & Company LLC | 1,311 | $212,296.57 | $374,185.62 | $161,889.05 | 76.26% |