| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,385 | $247,840.04 | $301,821.75 | $53,981.71 | 21.78% |
Amy Ardeel Icon Wealth Advisors LLC | 2,482 | $275,725.45 | $314,345.3 | $38,619.85 | 14.01% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,516 | $1.44M | $1.31M | -$131,648.74 | -9.15% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,248 | $170,739 | $158,102.88 | -$12,636.12 | -7.4% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,287 | $312,884 | $288,642.27 | -$24,241.73 | -7.75% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,839 | $248,798.66 | $232,716.25 | -$16,082.41 | -6.46% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,049 | $194,487.54 | $259,362.42 | $64,874.88 | 33.36% |
Jesse Ellington Dover Advisors LLC | 1,925 | $216,562 | $243,782 | $27,220 | 12.57% |
Darren Tapley New England Capital Financial Advisors LLC | 86 | $7,927 | $10,889.75 | $2,962.75 | 37.38% |
Paul L. Moffat Arista Wealth Management LLC | 5,272 | $550,292.09 | $668,226 | $117,933.91 | 21.43% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 6,263 | $625,136.27 | $792,081.61 | $166,945.34 | 26.71% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,850 | $363,937.99 | $486,248.45 | $122,310.46 | 33.61% |
Michael Radoff LGT Financial Advisors LLC | 1,008 | $96,425.88 | $127,602.72 | $31,176.84 | 32.33% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,895 | $342,397.58 | $366,579.37 | $24,181.79 | 7.06% |
| KLM Kate L. Miller STAR Financial Bank | 1,788 | $201,150.48 | $222,427.2 | $21,276.72 | 10.58% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,112 | $230,778.24 | $267,495.36 | $36,717.12 | 15.91% |
Vickie Chrisman LMG Wealth Partners LLC | 4,096 | $385,664.15 | $518,610.12 | $132,945.97 | 34.47% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 367 | $48,055.52 | $46,625.51 | -$1,430.01 | -2.98% |
Paul B. Ordonio Park Place Capital Corp. | 363 | $45,674.1 | $45,193.5 | -$480.6 | -1.05% |
Kevin Kroskey True Wealth Design LLC | 1,179 | $139,209.84 | $146,537.91 | $7,328.07 | 5.26% |