| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 10,584 | $351,851.32 | $389,702.88 | $37,851.56 | 10.76% |
Daniel Ronan Catalyst Financial Partners LLC | 5,985 | $219,051 | $213,425.1 | -$5,625.9 | -2.57% |
Angela Cox W Advisors LLC | 22,287 | $805,006.44 | $794,754.42 | -$10,252.02 | -1.27% |
Vito Collacuro Sutton Place Investors LLC | 52,784 | $1.71M | $1.93M | $213,926.62 | 12.5% |
Brian Szymczak FSR Wealth Management Ltd. | 6,818 | $219,219.08 | $243,129.88 | $23,910.8 | 10.91% |
Rachel Faulk Cape Investment Advisory Inc. | 9,671 | $353,959 | $352,749.72 | -$1,209.28 | -0.34% |
| FIL FWG Investments LLC FWG Investments LLC | 69,831 | $2.3M | $2.49M | $188,940.59 | 8.21% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 28,469 | $935,793.33 | $1.02M | $79,411.21 | 8.49% |
Jill Grimes Centurion Wealth Management LLC | 34,767 | $1.14M | $1.24M | $99,104.9 | 8.69% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 60,353 | $2.21M | $2.15M | -$56,732.02 | -2.57% |
| BP Brett Pohl Kingdom Financial Group LLC | 9,520 | $306,096.27 | $350,526.4 | $44,430.13 | 14.52% |
Stephen Smith Kestra Investment Management LLC | 7,940 | $290,604 | $289,611.5 | -$992.5 | -0.34% |
Amy Ardeel Icon Wealth Advisors LLC | 564,102 | $20.09M | $20.58M | $489,299.76 | 2.44% |
| TT Thaddeus Toal RCS Financial Planning LLC | 7,368 | $269,669 | $262,742.88 | -$6,926.12 | -2.57% |
Joseph A. Feste KM Capital Management Ltd. | 66,735 | $2.15M | $2.48M | $336,452.24 | 15.66% |
Crystal McKeon TSA Wealth Managment LLC | 464,965 | $14.95M | $16.58M | $1.63M | 10.91% |
Andy Peters Goldstein Advisors LLC | 1.98M | $64.62M | $70.46M | $5.84M | 9.03% |
Michael R. Panico Arcadia Wealth Management LLC | 74,901 | $2.62M | $2.67M | $55,647.41 | 2.13% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 12,941 | $424,092.46 | $461,476.06 | $37,383.6 | 8.81% |
Walter J. West Milestone Asset Management LLC | 149,442 | $4.9M | $5.33M | $427,806.55 | 8.73% |