| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 5,576 | $1.31M | $1.76M | $449,005.68 | 34.37% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,639 | $1.87M | $2.08M | $210,449.38 | 11.27% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 4,950 | $1.56M | $1.57M | $9,707.76 | 0.62% |
Timothy J. Videnka Forza Wealth Management LLC | 1,416 | $209,214.38 | $452,709.36 | $243,494.98 | 116.39% |
Amy Ardeel Icon Wealth Advisors LLC | 8,228 | $2.56M | $2.58M | $26,961.66 | 1.05% |
John J. Edwards Breed's Hi LLCapital LLC | 1,373 | $305,923.65 | $436,476.7 | $130,553.05 | 42.68% |
Matthew C. Jessup Jessup Wealth Management Inc. | 868 | $293,614 | $272,335 | -$21,279 | -7.25% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,020 | $327,264.58 | $324,696.6 | -$2,567.98 | -0.78% |
Dean Pelos Commonwealth Retirement Investments LLC | 345 | $116,779 | $108,347.25 | -$8,431.75 | -7.22% |
Andy Peters Goldstein Advisors LLC | 1,965 | $662,851.29 | $616,754.55 | -$46,096.74 | -6.95% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 611 | $206,764 | $191,682.92 | -$15,081.08 | -7.29% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 804 | $243,193.92 | $255,877.02 | $12,683.1 | 5.22% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,340 | $197,962.3 | $422,582.4 | $224,620.1 | 113.47% |
Jeffrey Hanson Breakwater Capital Group | 1,867 | $284,013 | $586,714.08 | $302,701.08 | 106.58% |
Kyle Kelley Family Capital Management Inc. | 4,144 | $1.1M | $1.3M | $201,442.8 | 18.33% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,000 | $150,580.41 | $313,420.1 | $162,839.69 | 108.14% |
Jesse Ellington Dover Advisors LLC | 7,977 | $1.58M | $2.54M | $961,845.73 | 60.85% |
Darren Tapley New England Capital Financial Advisors LLC | 775 | $119,144.21 | $243,388.75 | $124,244.54 | 104.28% |
Walter J. West Milestone Asset Management LLC | 5,257 | $1.62M | $1.65M | $32,791.71 | 2.03% |
Paul L. Moffat Arista Wealth Management LLC | 11,105 | $3.38M | $3.51M | $130,682.54 | 3.86% |