| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 1,148 | $212,264.68 | $582,805.17 | $370,540.49 | 174.57% |
Holly Skipper Verum Partners LLC | 984 | $204,002.76 | $499,547.29 | $295,544.53 | 144.87% |
Belena Vincetti Fortis Capital Advisors LLC | 2,763 | $859,990.16 | $1.4M | $542,702.08 | 63.11% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,327 | $291,109.54 | $673,678.1 | $382,568.56 | 131.42% |
Patrick D. Hayes Canopy Partners LLC | 2,753 | $492,133.28 | $1.4M | $905,482.26 | 183.99% |
Marc White Clarendon Private LLC | 566 | $409,218 | $287,341.23 | -$121,876.77 | -29.78% |
Cornell P. Abod Beacon Investment Advisors LLC | 38,981 | $5.05M | $19.79M | $14.74M | 291.65% |
Dennis Wallace Fortune Financial Advisors LLC | 10,842 | $1.61M | $5.5M | $3.89M | 241.23% |
Lucas Mosher SP Asset Management LLC | 17,685 | $2.88M | $8.98M | $6.1M | 211.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 34 | $11,499.06 | $18,336.2 | $6,837.14 | 59.46% |
Stephen Smith Kestra Investment Management LLC | 13,273 | $6.5M | $7.33M | $823,688.75 | 12.66% |
Sue Oleari Trifecta Capital Advisors LLC | 117 | $17,403.54 | $59,397.39 | $41,993.85 | 241.29% |
Amy Hart Phillips Wealth Planners LLC | 517 | $176,705.43 | $278,818.09 | $102,112.66 | 57.79% |
Scott Register Register Financial Advisors LLC | 898 | $230,777 | $455,887.67 | $225,110.67 | 97.54% |
Bree Pate Olisti Co. Wealth LLC | 380 | $97,656.04 | $192,914.6 | $95,258.56 | 97.54% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,924 | $1.98M | $5.55M | $3.57M | 180.41% |
Timothy J. Videnka Forza Wealth Management LLC | 2,392 | $257,425.41 | $1.21M | $956,921.25 | 371.73% |
Kevin Gray Lodestar Private Asset Management LLC | 285 | $206,055 | $144,685.95 | -$61,369.05 | -29.78% |
Amy Ardeel Icon Wealth Advisors LLC | 3,536 | $1.33M | $1.95M | $623,705.39 | 46.95% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8,938 | $4.36M | $4.93M | $578,233.9 | 13.27% |