| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 7,695 | $233,921.29 | $376,477.87 | $142,556.58 | 60.94% |
Marc White Clarendon Private LLC | 13,478 | $508,441.79 | $656,243.82 | $147,802.03 | 29.07% |
| JS Jeffrey Starkey Kooman & Associates | 4,508 | $214,265 | $218,863.4 | $4,598.4 | 2.15% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 13,600 | $444,154.92 | $662,048 | $217,893.08 | 49.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,364 | $98,103.14 | $114,937.68 | $16,834.54 | 17.16% |
Sue Oleari Trifecta Capital Advisors LLC | 2,106 | $71,780.72 | $101,972.52 | $30,191.8 | 42.06% |
Scott Register Register Financial Advisors LLC | 12,894 | $463,455.79 | $624,391.95 | $160,936.16 | 34.73% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 65,879 | $2.34M | $3.19M | $851,631.21 | 36.41% |
| TT Thaddeus Toal RCS Financial Planning LLC | 13,050 | $404,785.21 | $633,055.5 | $228,270.29 | 56.39% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,206 | $104,851 | $107,410.14 | $2,559.14 | 2.44% |
Matthew C. Jessup Jessup Wealth Management Inc. | 143,021 | $5.89M | $6.97M | $1.08M | 18.35% |
Dean Pelos Commonwealth Retirement Investments LLC | 300 | $14,259 | $14,525.22 | $266.22 | 1.87% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,314 | $205,044 | $211,386 | $6,342 | 3.09% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,349 | $426,722 | $552,639.55 | $125,917.55 | 29.51% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 65,991 | $2.05M | $3.21M | $1.16M | 56.45% |
Paul L. Moffat Arista Wealth Management LLC | 50,852 | $1.66M | $2.47M | $803,833.3 | 48.33% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 30,453 | $1.08M | $1.49M | $411,155.98 | 38.14% |
Jesse Haller Compass Financial Group Inc./SD | 8,457 | $272,025.67 | $411,813.61 | $139,787.94 | 51.39% |
Neil Christ Oak Hill Wealth Advisors LLC | 7,966 | $258,810.98 | $389,975.53 | $131,164.55 | 50.68% |
Moises Valladares Insigneo Advisory Services LLC | 6,086 | $192,698.12 | $296,296.91 | $103,598.79 | 53.76% |