| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,826 | $816,973.72 | $1.54M | $724,674.72 | 88.7% |
Timothy J. Videnka Forza Wealth Management LLC | 629 | $200,110 | $255,188.44 | $55,078.44 | 27.52% |
Amy Ardeel Icon Wealth Advisors LLC | 831 | $330,048.28 | $335,807.1 | $5,758.82 | 1.74% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,909 | $1.95M | $1.98M | $36,617.57 | 1.88% |
Dean Pelos Commonwealth Retirement Investments LLC | 3,434 | $566,871.11 | $1.39M | $823,452.47 | 145.26% |
Andy Peters Goldstein Advisors LLC | 543 | $215,663.62 | $219,344.86 | $3,681.24 | 1.71% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,360 | $334,152.22 | $553,730.8 | $219,578.58 | 65.71% |
Jeffrey Hanson Breakwater Capital Group | 1,251 | $255,635.17 | $506,329.74 | $250,694.57 | 98.07% |
Paul L. Moffat Arista Wealth Management LLC | 4,647 | $1.29M | $1.9M | $603,076.25 | 46.63% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,053 | $398,022.68 | $829,329.88 | $431,307.2 | 108.36% |
Moises Valladares Insigneo Advisory Services LLC | 1,893 | $406,098.91 | $751,653.51 | $345,554.6 | 85.09% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 154,343 | $34.1M | $61.44M | $27.34M | 80.17% |
Michael Radoff LGT Financial Advisors LLC | 26 | $5,638.42 | $10,567.83 | $4,929.41 | 87.43% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,291 | $2.01M | $2.14M | $124,133.17 | 6.17% |
Ashley Buboltz Moran Wealth Management LLC | 2,047 | $680,467.07 | $826,865.18 | $146,398.11 | 21.51% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,701 | $675,586 | $695,632.45 | $20,046.45 | 2.97% |
Kun Gao Sherbrooke Park Advisers LLC | 786 | $193,120.18 | $320,676.2 | $127,556.02 | 66.05% |
Andrew Lewis Genesis Private Wealth LLC | 564 | $224,004 | $229,709.64 | $5,705.64 | 2.55% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 2,868 | $1.14M | $1.17M | $32,924.2 | 2.89% |
David Smith Linden Thomas Advisory Services LLC | 11,971 | $2.34M | $4.82M | $2.48M | 106.11% |