| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,118 | $1.7M | $2.14M | $441,969.71 | 25.99% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,154 | $1.62M | $2.13M | $507,627.51 | 31.28% |
Amy Ardeel Icon Wealth Advisors LLC | 2,592 | $805,888.56 | $907,588.77 | $101,700.21 | 12.62% |
Jonathan Seed Seed Wealth Management Inc. | 785 | $178,469.97 | $278,243.25 | $99,773.28 | 55.9% |
Dean Pelos Commonwealth Retirement Investments LLC | 233 | $79,392 | $81,584.95 | $2,192.95 | 2.76% |
Andy Peters Goldstein Advisors LLC | 1,179 | $302,187 | $408,122.64 | $105,935.64 | 35.06% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,342 | $418,864.78 | $464,546.72 | $45,681.94 | 10.91% |
Jeffrey Hanson Breakwater Capital Group | 1,156 | $274,086.43 | $404,773.39 | $130,686.96 | 47.68% |
Jesse Ellington Dover Advisors LLC | 909 | $281,012.41 | $318,286.35 | $37,273.94 | 13.26% |
Paul L. Moffat Arista Wealth Management LLC | 4,771 | $1.38M | $1.65M | $269,275.36 | 19.48% |
Moises Valladares Insigneo Advisory Services LLC | 4,924 | $1.36M | $1.74M | $381,137.69 | 28.01% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,420 | $2.18M | $2.25M | $69,429.49 | 3.19% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 784 | $246,509.19 | $277,159.68 | $30,650.49 | 12.43% |
Ashley Buboltz Moran Wealth Management LLC | 751 | $255,896 | $262,962.64 | $7,066.64 | 2.76% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,609 | $1.06M | $1.63M | $577,709.65 | 54.73% |
Jeffrey Rosenthal Viawealth LLC | 2,870 | $642,190.82 | $993,479.2 | $351,288.38 | 54.7% |
| SL Sarah Ludden Clifford Group LLC | 725 | $227,419.23 | $256,660.87 | $29,241.64 | 12.86% |
Andrew Lewis Genesis Private Wealth LLC | 889 | $247,213.14 | $307,736.24 | $60,523.1 | 24.48% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 18,923 | $5.91M | $6.55M | $640,248.42 | 10.83% |
Richard W. Lowrie Park Edge Advisors LLC | 1,224 | $270,014 | $428,583.6 | $158,569.6 | 58.73% |