| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary Dempsey Leslie Global Wealth LLC | 1,142 | $217,302.2 | $301,579.35 | $84,277.15 | 38.78% |
Christopher D. Rich EnRich Financial Partners LLC | 856 | $203,677 | $226,052.47 | $22,375.47 | 10.99% |
Loni Adams Daymark Wealth Partners LLC | 2,281 | $416,767.34 | $602,366.45 | $185,599.11 | 44.53% |
Brian Matter Creative Capital Management Investments LLC | 124 | $25,833.46 | $32,745.92 | $6,912.46 | 26.76% |
Michael Snyder Beaumont Financial Advisors LLC | 1,302 | $199,126.21 | $343,832.14 | $144,705.93 | 72.67% |
Holly Skipper Verum Partners LLC | 1,805 | $386,633.06 | $476,664.38 | $90,031.32 | 23.29% |
Belena Vincetti Fortis Capital Advisors LLC | 5,199 | $1.24M | $1.37M | $135,766.85 | 10.97% |
Patrick D. Hayes Canopy Partners LLC | 913 | $217,239 | $241,105.03 | $23,866.03 | 10.99% |
| BP Brett Pohl Kingdom Financial Group LLC | 223 | $46,902.99 | $59,527.62 | $12,624.63 | 26.92% |
Stephen Smith Kestra Investment Management LLC | 1,334 | $283,066.65 | $350,255.04 | $67,188.39 | 23.74% |
Amy Hart Phillips Wealth Planners LLC | 1,393 | $275,352.8 | $371,847.42 | $96,494.62 | 35.04% |
Bree Pate Olisti Co. Wealth LLC | 328 | $68,272.81 | $86,618.24 | $18,345.43 | 26.87% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,101 | $440,517.82 | $537,519.84 | $97,002.02 | 22.02% |
Amy Ardeel Icon Wealth Advisors LLC | 1,662 | $315,721.92 | $436,374.72 | $120,652.8 | 38.21% |
Dean Pelos Commonwealth Retirement Investments LLC | 15,729 | $2.96M | $4.15M | $1.19M | 40.2% |
Robin Sherwood HTG Investment Advisors Inc. | 912 | $217,001 | $239,454.72 | $22,453.72 | 10.35% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 870 | $207,008 | $229,749.59 | $22,741.59 | 10.99% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,273 | $271,849.71 | $339,814.62 | $67,964.91 | 25% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 82 | $19,512 | $21,654.56 | $2,142.56 | 10.98% |
Darren Tapley New England Capital Financial Advisors LLC | 264 | $35,992.68 | $69,717.12 | $33,724.44 | 93.7% |