| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 1,393 | $76,588 | $86,296.35 | $9,708.35 | 12.68% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 266,478 | $12.46M | $16.51M | $4.05M | 32.5% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 22,831 | $734,904.33 | $1.41M | $679,476.12 | 92.46% |
Joseph Gentili Riverview Capital Advisers LLC | 4,424 | $130,411.66 | $274,066.8 | $143,655.14 | 110.16% |
Timothy J. Videnka Forza Wealth Management LLC | 16,119 | $504,336.78 | $998,572.05 | $494,235.27 | 98% |
Kevin Gray Lodestar Private Asset Management LLC | 7,254 | $254,388.59 | $449,385.3 | $194,996.71 | 76.65% |
Amy Ardeel Icon Wealth Advisors LLC | 137,396 | $6.06M | $8.69M | $2.63M | 43.39% |
John J. Edwards Breed's Hi LLCapital LLC | 10,156 | $379,631.05 | $629,164.2 | $249,533.15 | 65.73% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,534 | $258,347 | $286,775.5 | $28,428.5 | 11% |
Crystal McKeon TSA Wealth Managment LLC | 4,153 | $228,415 | $257,278.35 | $28,863.35 | 12.64% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 7,272 | $352,371.48 | $450,500.4 | $98,128.92 | 27.85% |
Ashley Goggins Hidden Cove Wealth Management LLC | 4,137 | $235,726 | $256,287.15 | $20,561.15 | 8.72% |
Andy Peters Goldstein Advisors LLC | 7,012 | $293,330.42 | $434,393.4 | $141,062.98 | 48.09% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 4,331 | $226,422.75 | $268,305.45 | $41,882.7 | 18.5% |
Bepin Serraj Richard W. Paul & Associates LLC | 14,647 | $506,211.69 | $925,104.52 | $418,892.83 | 82.75% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,238 | $237,316.33 | $324,494.1 | $87,177.77 | 36.73% |
Jeffrey Hanson Breakwater Capital Group | 38,628 | $1.34M | $2.39M | $1.05M | 78.52% |
Nathan Blair Palo Alto Wealth Advisors LLC | 4,553 | $244,191 | $282,058.35 | $37,867.35 | 15.51% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 396 | $18,140.12 | $24,532.2 | $6,392.08 | 35.24% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,305 | $280,161.77 | $452,544.75 | $172,382.98 | 61.53% |