| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 1,805 | $386,633.06 | $441,394.7 | $54,761.64 | 14.16% |
Belena Vincetti Fortis Capital Advisors LLC | 5,199 | $1.24M | $1.26M | $24,404.34 | 1.97% |
Patrick D. Hayes Canopy Partners LLC | 913 | $217,239 | $221,822.48 | $4,583.48 | 2.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 223 | $46,902.99 | $55,029.71 | $8,126.72 | 17.33% |
Stephen Smith Kestra Investment Management LLC | 1,334 | $283,066.65 | $323,665.08 | $40,598.43 | 14.34% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $238 | $242.64 | $4.64 | 1.95% |
Amy Hart Phillips Wealth Planners LLC | 1,393 | $275,352.8 | $340,379.55 | $65,026.75 | 23.62% |
Bree Pate Olisti Co. Wealth LLC | 328 | $68,272.81 | $79,589.2 | $11,316.39 | 16.58% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,101 | $440,517.82 | $509,366.44 | $68,848.62 | 15.63% |
Amy Ardeel Icon Wealth Advisors LLC | 1,662 | $315,721.92 | $403,300.92 | $87,579 | 27.74% |
Dean Pelos Commonwealth Retirement Investments LLC | 16,679 | $3.19M | $4.05M | $858,610.54 | 26.93% |
Robin Sherwood HTG Investment Advisors Inc. | 912 | $217,001 | $218,852.64 | $1,851.64 | 0.85% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 870 | $207,008 | $211,292.55 | $4,284.55 | 2.07% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,273 | $271,849.71 | $309,046.21 | $37,196.5 | 13.68% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 82 | $19,512 | $19,894.02 | $382.02 | 1.96% |
Darren Tapley New England Capital Financial Advisors LLC | 264 | $35,992.68 | $64,034.52 | $28,041.84 | 77.91% |
Paul L. Moffat Arista Wealth Management LLC | 3,324 | $689,198.06 | $807,599.04 | $118,400.98 | 17.18% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,929 | $566,597.05 | $703,018.58 | $136,421.53 | 24.08% |
Kun Gao Sherbrooke Park Advisers LLC | 1,081 | $232,036.57 | $263,558.61 | $31,522.04 | 13.58% |
| LK Lenny Kisin Applied Capital LLC/FL | 1,476 | $201,305.31 | $354,859.92 | $153,554.61 | 76.28% |