| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Cox W Advisors LLC | 17,196 | $720,377.76 | $848,622.6 | $128,244.84 | 17.8% |
Vito Collacuro Sutton Place Investors LLC | 21,468 | $907,810.08 | $1.06M | $152,279.76 | 16.77% |
Adam Schwallier Schwallier Wealth Management LLC | 63,785 | $3.21M | $3.15M | -$65,060.25 | -2.03% |
CJ Harrison DecisionPoint Financial LLC | 52 | $2,608 | $2,577.64 | -$30.36 | -1.16% |
Mark Mowrey Signature Resources Capital Management LLC | 71 | $3,576 | $3,467.64 | -$108.36 | -3.03% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 101,223 | $4.33M | $5M | $666,195.84 | 15.39% |
Rachel Faulk Cape Investment Advisory Inc. | 13,068 | $593,194.15 | $647,780.76 | $54,586.61 | 9.2% |
| FIL FWG Investments LLC FWG Investments LLC | 14,372 | $610,359.02 | $712,420.04 | $102,061.02 | 16.72% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 12,941 | $561,623.83 | $639,155.99 | $77,532.16 | 13.8% |
Jill Grimes Centurion Wealth Management LLC | 45,622 | $2.13M | $2.24M | $113,236.76 | 5.32% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 76,075 | $3.38M | $3.76M | $373,886.64 | 11.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,351 | $55,477.03 | $65,928.8 | $10,451.77 | 18.84% |
Stephen Smith Kestra Investment Management LLC | 8,267 | $416,400 | $403,760.28 | -$12,639.72 | -3.04% |
Amy Ardeel Icon Wealth Advisors LLC | 479,110 | $20M | $23.47M | $3.47M | 17.33% |
| TT Thaddeus Toal RCS Financial Planning LLC | 9,312 | $394,773.53 | $458,243.52 | $63,469.99 | 16.08% |
Crystal McKeon TSA Wealth Managment LLC | 109,532 | $4.53M | $5.43M | $903,917.51 | 19.97% |
Dean Pelos Commonwealth Retirement Investments LLC | 30,826 | $1.28M | $1.51M | $226,025.49 | 17.6% |
Andy Peters Goldstein Advisors LLC | 618,552 | $26.64M | $30.53M | $3.89M | 14.6% |
Michael R. Panico Arcadia Wealth Management LLC | 14,268 | $666,455.97 | $703,697.76 | $37,241.79 | 5.59% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,396 | $270,512.42 | $265,726.02 | -$4,786.4 | -1.77% |