| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 156,712 | $7.72M | $8.46M | $731,248.92 | 9.47% |
Belena Vincetti Fortis Capital Advisors LLC | 10,918 | $480,842.19 | $561,076.02 | $80,233.83 | 16.69% |
Jeffrey D. Munjack JDM Financial Group LLC | 239 | $13,145 | $12,282.21 | -$862.79 | -6.56% |
Patrick D. Hayes Canopy Partners LLC | 33,466 | $1.19M | $1.81M | $618,044.62 | 52.03% |
Marc White Clarendon Private LLC | 21,747 | $984,000.44 | $1.12M | $133,577.89 | 13.57% |
Sheryl Stephens Stephens Consulting LLC | 800 | $33,607.13 | $41,112 | $7,504.87 | 22.33% |
Cornell P. Abod Beacon Investment Advisors LLC | 83,283 | $2.59M | $4.49M | $1.9M | 73.46% |
Nelson J. Lam LAM GROUP Inc. | 86 | $4,193 | $4,419.54 | $226.54 | 5.4% |
Lucas Mosher SP Asset Management LLC | 384,919 | $12.88M | $19.78M | $6.91M | 53.63% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,606 | $274,197.78 | $290,054.44 | $15,856.66 | 5.78% |
| BP Brett Pohl Kingdom Financial Group LLC | 689 | $37,376.43 | $35,366.37 | -$2,010.06 | -5.38% |
Stephen Smith Kestra Investment Management LLC | 18,190 | $797,167.44 | $934,784.1 | $137,616.66 | 17.26% |
Sue Oleari Trifecta Capital Advisors LLC | 5,614 | $266,756.26 | $288,503.46 | $21,747.2 | 8.15% |
Scott Register Register Financial Advisors LLC | 48,041 | $1.55M | $2.47M | $918,956.45 | 59.29% |
Bree Pate Olisti Co. Wealth LLC | 1,393 | $76,588 | $71,586.27 | -$5,001.73 | -6.53% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 246,907 | $11.6M | $12.69M | $1.09M | 9.39% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 22,831 | $734,904.33 | $1.23M | $497,056.43 | 67.64% |
Joseph Gentili Riverview Capital Advisers LLC | 4,445 | $131,608.29 | $229,984.3 | $98,376.01 | 74.75% |
Timothy J. Videnka Forza Wealth Management LLC | 16,119 | $504,336.78 | $869,781.24 | $365,444.46 | 72.46% |
Kevin Gray Lodestar Private Asset Management LLC | 7,254 | $254,388.59 | $391,425.84 | $137,037.25 | 53.87% |