| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 14,355 | $1.58M | $1.73M | $147,441 | 9.32% |
Brian Matter Creative Capital Management Investments LLC | 300 | $33,272 | $36,144 | $2,872 | 8.63% |
Jade Franke Retirement Investment Advisors Inc. | 5,459 | $565,938.08 | $657,700.32 | $91,762.24 | 16.21% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,171 | $259,314.05 | $261,562.08 | $2,248.03 | 0.87% |
Jeffrey D. Munjack JDM Financial Group LLC | 126 | $14,715.36 | $15,180.48 | $465.12 | 3.16% |
Patrick D. Hayes Canopy Partners LLC | 6,932 | $782,648.46 | $835,167.36 | $52,518.9 | 6.71% |
Marc White Clarendon Private LLC | 3,698 | $384,456 | $445,535.04 | $61,079.04 | 15.89% |
Sheryl Stephens Stephens Consulting LLC | 156 | $16,680.65 | $18,794.88 | $2,114.23 | 12.67% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,435 | $286,027.22 | $293,368.8 | $7,341.58 | 2.57% |
Dennis Wallace Fortune Financial Advisors LLC | 7,338 | $794,526.64 | $884,082.24 | $89,555.6 | 11.27% |
| BG Becki Goebel TCP Asset Management LLC | 2,124 | $210,592.17 | $255,899.52 | $45,307.35 | 21.51% |
| BP Brett Pohl Kingdom Financial Group LLC | 181 | $17,869.16 | $21,287.41 | $3,418.25 | 19.13% |
Stephen Smith Kestra Investment Management LLC | 9,502 | $994,468.35 | $1.12M | $126,197.53 | 12.69% |
Sue Oleari Trifecta Capital Advisors LLC | 286 | $33,748 | $34,457.28 | $709.28 | 2.1% |
Amy Hart Phillips Wealth Planners LLC | 2,374 | $228,229.9 | $279,206.14 | $50,976.24 | 22.34% |
Scott Register Register Financial Advisors LLC | 15,605 | $1.69M | $1.88M | $193,653.54 | 11.48% |
Bree Pate Olisti Co. Wealth LLC | 75 | $6,981.56 | $9,036 | $2,054.44 | 29.43% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 13,707 | $1.57M | $1.65M | $85,204.63 | 5.44% |
Amy Ardeel Icon Wealth Advisors LLC | 11,488 | $1.22M | $1.35M | $138,904.09 | 11.42% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 17,604 | $1.85M | $2.08M | $230,737.84 | 12.5% |