| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 10,584 | $351,851.32 | $376,208.28 | $24,356.96 | 6.92% |
Timothy Low Forte Asset Management LLC | 77,891 | $2.83M | $2.77M | -$60,365.53 | -2.13% |
Daniel Ronan Catalyst Financial Partners LLC | 5,985 | $219,051 | $212,826.6 | -$6,224.4 | -2.84% |
Angela Cox W Advisors LLC | 22,287 | $805,006.44 | $798,431.77 | -$6,574.67 | -0.82% |
Vito Collacuro Sutton Place Investors LLC | 52,784 | $1.71M | $1.89M | $179,875.66 | 10.51% |
Brian Szymczak FSR Wealth Management Ltd. | 6,818 | $219,219.08 | $241,732.19 | $22,513.11 | 10.27% |
Rachel Faulk Cape Investment Advisory Inc. | 22,965 | $837,196.05 | $819,620.85 | -$17,575.2 | -2.1% |
| FIL FWG Investments LLC FWG Investments LLC | 69,831 | $2.3M | $2.49M | $191,035.52 | 8.3% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 28,469 | $935,793.33 | $1.02M | $84,393.28 | 9.02% |
Jill Grimes Centurion Wealth Management LLC | 107,321 | $3.78M | $3.82M | $46,905.92 | 1.24% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 128,601 | $4.69M | $4.58M | -$112,821.84 | -2.41% |
| BP Brett Pohl Kingdom Financial Group LLC | 9,520 | $306,096.27 | $337,961.9 | $31,865.63 | 10.41% |
Stephen Smith Kestra Investment Management LLC | 7,940 | $290,604 | $281,631.8 | -$8,972.2 | -3.09% |
Amy Ardeel Icon Wealth Advisors LLC | 564,102 | $20.09M | $20.06M | -$26,853.57 | -0.13% |
| TT Thaddeus Toal RCS Financial Planning LLC | 14,636 | $533,861 | $523,090.64 | -$10,770.36 | -2.02% |
Joseph A. Feste KM Capital Management Ltd. | 66,735 | $2.15M | $2.37M | $224,003.76 | 10.43% |
Crystal McKeon TSA Wealth Managment LLC | 495,071 | $16.05M | $17.67M | $1.62M | 10.07% |
Andy Peters Goldstein Advisors LLC | 2.06M | $67.79M | $73.63M | $5.84M | 8.61% |
Michael R. Panico Arcadia Wealth Management LLC | 74,901 | $2.62M | $2.66M | $47,033.79 | 1.8% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 13,066 | $428,636.36 | $467,370.82 | $38,734.46 | 9.04% |