| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| QS Quentin Stoker Gallacher Capital Management LLC | 403 | $134,487.31 | $328,368.43 | $193,881.12 | 144.16% |
Patrick D. Hayes Canopy Partners LLC | 3,420 | $1.18M | $2.79M | $1.6M | 135.24% |
Marc White Clarendon Private LLC | 541 | $394,672.96 | $440,812.21 | $46,139.25 | 11.69% |
Sheryl Stephens Stephens Consulting LLC | 564 | $170,717.75 | $459,552.84 | $288,835.09 | 169.19% |
Cornell P. Abod Beacon Investment Advisors LLC | 5,078 | $1.3M | $4.14M | $2.84M | 218.3% |
| BG Becki Goebel TCP Asset Management LLC | 829 | $397,478.19 | $675,477.49 | $277,999.3 | 69.94% |
Nelson J. Lam LAM GROUP Inc. | 37 | $26,213 | $30,147.97 | $3,934.97 | 15.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,929 | $1.99M | $1.62M | -$363,530.91 | -18.28% |
Stephen Smith Kestra Investment Management LLC | 1,866 | $739,489.07 | $1.63M | $885,946.24 | 119.81% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 330 | $233,824 | $268,887.3 | $35,063.3 | 15% |
Sue Oleari Trifecta Capital Advisors LLC | 25,236 | $7.38M | $20.56M | $13.19M | 178.75% |
Amy Hart Phillips Wealth Planners LLC | 795 | $286,951.94 | $669,572.83 | $382,620.89 | 133.34% |
Scott Register Register Financial Advisors LLC | 1,388 | $482,268.47 | $1.13M | $648,687.81 | 134.51% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 548 | $199,245.04 | $446,515.88 | $247,270.84 | 124.1% |
Bree Pate Olisti Co. Wealth LLC | 1,942 | $601,568.27 | $1.58M | $980,792.75 | 163.04% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,950 | $5.92M | $12.18M | $6.27M | 105.92% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,794 | $2.09M | $5.54M | $3.44M | 164.65% |
Timothy J. Videnka Forza Wealth Management LLC | 603 | $324,584.36 | $491,330.43 | $166,746.07 | 51.37% |
Kevin Gray Lodestar Private Asset Management LLC | 958 | $326,305.69 | $780,587.98 | $454,282.29 | 139.22% |
Amy Ardeel Icon Wealth Advisors LLC | 2,272 | $1.39M | $1.98M | $585,356.2 | 42% |