| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Register Register Financial Advisors LLC | 33,081 | $1.89M | $3.76M | $1.87M | 98.9% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 5,952 | $417,280.42 | $652,577.28 | $235,296.86 | 56.39% |
Bree Pate Olisti Co. Wealth LLC | 2,916 | $163,532.82 | $331,374.24 | $167,841.42 | 102.63% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 79,933 | $4.67M | $9.08M | $4.41M | 94.31% |
Timothy J. Videnka Forza Wealth Management LLC | 64,217 | $3.15M | $7.39M | $4.24M | 134.72% |
Kevin Gray Lodestar Private Asset Management LLC | 9,165 | $513,074.91 | $1.05M | $541,541.64 | 105.55% |
Amy Ardeel Icon Wealth Advisors LLC | 73,185 | $4.69M | $8.32M | $3.62M | 77.2% |
John J. Edwards Breed's Hi LLCapital LLC | 3,660 | $216,672.4 | $415,922.4 | $199,250 | 91.96% |
Steve Alexandrowski GEM Asset Management LLC | 7,437 | $368,775.83 | $816,954.45 | $448,178.62 | 121.53% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 67,391 | $7.91M | $7.4M | -$505,828.69 | -6.4% |
Crystal McKeon TSA Wealth Managment LLC | 2,307 | $270,980 | $253,389.34 | -$17,590.66 | -6.49% |
Jonathan Seed Seed Wealth Management Inc. | 4,100 | $195,310.06 | $449,995.5 | $254,685.44 | 130.4% |
Ashley Goggins Hidden Cove Wealth Management LLC | 11,849 | $717,761.93 | $1.35M | $628,758.43 | 87.6% |
Dean Pelos Commonwealth Retirement Investments LLC | 55,605 | $2.69M | $6.32M | $3.63M | 134.58% |
Matthew Keyes Heritage Wealth Partners LLC | 3,873 | $207,431.69 | $421,459.86 | $214,028.17 | 103.18% |
Andy Peters Goldstein Advisors LLC | 4,538 | $389,825.99 | $498,499.3 | $108,673.31 | 27.88% |
Robin Sherwood HTG Investment Advisors Inc. | 2,560 | $198,647.36 | $279,475.2 | $80,827.84 | 40.69% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 19,648 | $1.52M | $2.26M | $736,407.04 | 48.31% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,954 | $384,388.38 | $562,972.56 | $178,584.18 | 46.46% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 7,970 | $415,227.75 | $917,107.9 | $501,880.15 | 120.87% |