| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 13,314 | $900,044.46 | $1.54M | $644,246.4 | 71.58% |
Jeffrey D. Munjack JDM Financial Group LLC | 400 | $24,180.88 | $46,396 | $22,215.12 | 91.87% |
Patrick D. Hayes Canopy Partners LLC | 16,917 | $945,816.91 | $1.96M | $1.02M | 107.46% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 4,895 | $273,215.92 | $567,771.05 | $294,555.13 | 107.81% |
Marc White Clarendon Private LLC | 3,963 | $309,499.3 | $459,668.37 | $150,169.07 | 48.52% |
Sheryl Stephens Stephens Consulting LLC | 2,609 | $162,891.43 | $302,617.91 | $139,726.48 | 85.78% |
Cornell P. Abod Beacon Investment Advisors LLC | 52,754 | $2.53M | $6.12M | $3.59M | 141.5% |
Dennis Wallace Fortune Financial Advisors LLC | 3,776 | $293,081.92 | $437,978.24 | $144,896.32 | 49.44% |
Nelson J. Lam LAM GROUP Inc. | 42 | $3,259 | $4,871.58 | $1,612.58 | 49.48% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 45,333 | $2.24M | $5.26M | $3.02M | 134.44% |
Lucas Mosher SP Asset Management LLC | 9,761 | $608,154.73 | $1.13M | $524,023.66 | 86.17% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,464 | $397,988.64 | $663,438.88 | $265,450.24 | 66.7% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 137,166 | $6.52M | $15.91M | $9.39M | 144.14% |
Stephen Smith Kestra Investment Management LLC | 51,908 | $3.24M | $6.31M | $3.07M | 94.7% |
Sue Oleari Trifecta Capital Advisors LLC | 11,195 | $627,854.94 | $1.3M | $670,653.11 | 106.82% |
Amy Hart Phillips Wealth Planners LLC | 2,837 | $143,355.57 | $344,468.54 | $201,112.97 | 140.29% |
Scott Register Register Financial Advisors LLC | 33,081 | $1.89M | $3.84M | $1.95M | 103.01% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,339 | $227,817.44 | $503,280.61 | $275,463.17 | 120.91% |
Bree Pate Olisti Co. Wealth LLC | 3,005 | $167,772.79 | $348,549.95 | $180,777.16 | 107.75% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 75,468 | $4.15M | $8.75M | $4.6M | 110.92% |