| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 64,217 | $3.15M | $7.45M | $4.3M | 136.59% |
Kevin Gray Lodestar Private Asset Management LLC | 9,165 | $513,074.91 | $1.06M | $549,973.44 | 107.19% |
Amy Ardeel Icon Wealth Advisors LLC | 73,185 | $4.69M | $8.89M | $4.2M | 89.46% |
John J. Edwards Breed's Hi LLCapital LLC | 3,660 | $216,672.4 | $424,523.4 | $207,851 | 95.93% |
Steve Alexandrowski GEM Asset Management LLC | 7,286 | $352,524.78 | $845,103.14 | $492,578.36 | 139.73% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 67,391 | $7.91M | $8.19M | $279,276.46 | 3.53% |
Jonathan Seed Seed Wealth Management Inc. | 4,100 | $195,310.06 | $475,559 | $280,248.94 | 143.49% |
Ashley Goggins Hidden Cove Wealth Management LLC | 11,849 | $717,761.93 | $1.37M | $656,603.58 | 91.48% |
Dean Pelos Commonwealth Retirement Investments LLC | 55,857 | $2.71M | $6.48M | $3.77M | 139.44% |
Matthew Keyes Heritage Wealth Partners LLC | 3,873 | $207,431.69 | $449,229.27 | $241,797.58 | 116.57% |
Andy Peters Goldstein Advisors LLC | 4,133 | $346,235.83 | $479,386.67 | $133,150.84 | 38.46% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 8,931 | $428,517.45 | $1.04M | $607,389.24 | 141.74% |
Robin Sherwood HTG Investment Advisors Inc. | 2,560 | $198,647.36 | $311,040 | $112,392.64 | 56.58% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 19,648 | $1.52M | $2.28M | $754,483.2 | 49.49% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,954 | $384,388.38 | $601,514.68 | $217,126.3 | 56.49% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 8,082 | $420,563.88 | $937,431.18 | $516,867.3 | 122.9% |
Jeffrey Hanson Breakwater Capital Group | 11,280 | $655,275.67 | $1.31M | $653,091.53 | 99.67% |
Kyle Kelley Family Capital Management Inc. | 2,511 | $294,897 | $291,250.89 | -$3,646.11 | -1.24% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,117 | $108,004.64 | $245,550.83 | $137,546.19 | 127.35% |
Salvatore Cocivera Cora Capital Advisors LLC | 5,466 | $315,791.02 | $634,001.34 | $318,210.32 | 100.77% |