| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lucas Mosher SP Asset Management LLC | 33,780 | $5.06M | $12M | $6.94M | 137.28% |
| BP Brett Pohl Kingdom Financial Group LLC | 66 | $20,038 | $23,453.1 | $3,415.1 | 17.04% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 575 | $90,475.31 | $204,326.26 | $113,850.95 | 125.84% |
Amy Hart Phillips Wealth Planners LLC | 1,824 | $541,177.53 | $648,158.42 | $106,980.89 | 19.77% |
Bree Pate Olisti Co. Wealth LLC | 5,634 | $1.32M | $2M | $687,013.93 | 52.24% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,414 | $1.79M | $2.28M | $488,759.45 | 27.3% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 4,821 | $1.52M | $1.71M | $196,690.92 | 12.97% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 1,416 | $209,214.38 | $503,175.61 | $293,961.23 | 140.51% |
Amy Ardeel Icon Wealth Advisors LLC | 6,487 | $1.97M | $2.31M | $337,007.02 | 17.12% |
John J. Edwards Breed's Hi LLCapital LLC | 1,373 | $305,923.65 | $487,895.56 | $181,971.91 | 59.48% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,706 | $311,245.62 | $606,227.12 | $294,981.5 | 94.77% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 957 | $305,954.83 | $340,069.96 | $34,115.13 | 11.15% |
Andy Peters Goldstein Advisors LLC | 1,912 | $646,734 | $672,890.16 | $26,156.16 | 4.04% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 8,528 | $2.6M | $3.03M | $432,148.77 | 16.63% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,464 | $216,281.2 | $515,576.88 | $299,295.68 | 138.38% |
Jeffrey Hanson Breakwater Capital Group | 1,869 | $284,308.5 | $664,149.15 | $379,840.65 | 133.6% |
Kyle Kelley Family Capital Management Inc. | 4,307 | $1.12M | $1.53M | $407,301.79 | 36.26% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,085 | $309,775.96 | $733,774.05 | $423,998.09 | 136.87% |
Jesse Ellington Dover Advisors LLC | 7,867 | $1.54M | $2.77M | $1.23M | 79.49% |
Darren Tapley New England Capital Financial Advisors LLC | 774 | $118,805.84 | $272,579.58 | $153,773.74 | 129.43% |