| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 1,345 | $629,552 | $711,942.12 | $82,390.12 | 13.09% |
Sheryl Stephens Stephens Consulting LLC | 17,888 | $5.82M | $9.46M | $3.64M | 62.57% |
Cornell P. Abod Beacon Investment Advisors LLC | 26,603 | $8.57M | $14.13M | $5.55M | 64.77% |
| JS Jeffrey Starkey Kooman & Associates | 458 | $212,372.84 | $242,119.41 | $29,746.57 | 14.01% |
| BG Becki Goebel TCP Asset Management LLC | 1,126 | $358,871.1 | $596,661.77 | $237,790.67 | 66.26% |
Nelson J. Lam LAM GROUP Inc. | 1,721 | $532,288.21 | $915,950.57 | $383,662.36 | 72.08% |
Lucas Mosher SP Asset Management LLC | 115,167 | $51.63M | $61.29M | $9.66M | 18.72% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 3,382 | $1.62M | $1.79M | $164,114.29 | 10.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 136 | $66,632.76 | $72,026.96 | $5,394.2 | 8.1% |
Stephen Smith Kestra Investment Management LLC | 7,285 | $3.64M | $3.75M | $115,136.04 | 3.16% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 447 | $237,057.28 | $237,708.57 | $651.29 | 0.27% |
Sue Oleari Trifecta Capital Advisors LLC | 3,088 | $1.11M | $1.64M | $528,372.41 | 47.59% |
Amy Hart Phillips Wealth Planners LLC | 656 | $208,673.84 | $347,483.2 | $138,809.36 | 66.52% |
Scott Register Register Financial Advisors LLC | 4,519 | $1.61M | $2.39M | $773,859.35 | 47.93% |
Bree Pate Olisti Co. Wealth LLC | 2,282 | $890,583 | $1.21M | $314,529.79 | 35.32% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 27,788 | $11.39M | $14.32M | $2.93M | 25.69% |
Joseph Gentili Riverview Capital Advisers LLC | 50,542 | $17.42M | $26.69M | $9.27M | 53.22% |
Timothy J. Videnka Forza Wealth Management LLC | 1,711 | $575,925.22 | $909,886.7 | $333,961.48 | 57.99% |
Kevin Gray Lodestar Private Asset Management LLC | 8,631 | $2.9M | $4.57M | $1.67M | 57.47% |
Amy Ardeel Icon Wealth Advisors LLC | 17,450 | $8.22M | $9.23M | $1M | 12.16% |