| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 5,795 | $993,066.62 | $1.1M | $110,301.32 | 11.11% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 4,832 | $736,396.8 | $951,082.56 | $214,685.76 | 29.15% |
Sue Oleari Trifecta Capital Advisors LLC | 4,360 | $669,944.17 | $858,178.8 | $188,234.63 | 28.1% |
Amy Hart Phillips Wealth Planners LLC | 8,284 | $1.4M | $1.55M | $148,771.26 | 10.65% |
Scott Register Register Financial Advisors LLC | 10,513 | $1.77M | $2.07M | $302,857.08 | 17.15% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,633 | $461,674.5 | $526,600 | $64,925.5 | 14.06% |
Bree Pate Olisti Co. Wealth LLC | 4,605 | $753,933.54 | $906,402.15 | $152,468.61 | 20.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 36,536 | $5.85M | $7.18M | $1.33M | 22.74% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 9,701 | $1.69M | $1.91M | $221,613.19 | 13.13% |
Timothy J. Videnka Forza Wealth Management LLC | 11,570 | $2.02M | $2.28M | $254,371.55 | 12.57% |
Kevin Gray Lodestar Private Asset Management LLC | 7,252 | $1.3M | $1.43M | $125,996.03 | 9.68% |
Amy Ardeel Icon Wealth Advisors LLC | 119,507 | $17.49M | $22.75M | $5.26M | 30.08% |
John J. Edwards Breed's Hi LLCapital LLC | 1,781 | $257,961.29 | $350,554.23 | $92,592.94 | 35.89% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 18,047 | $3.73M | $3.44M | -$297,775.73 | -7.97% |
| DW Donald Windle Windle Wealth LLC | 53,163 | $9.02M | $10.46M | $1.44M | 16.01% |
Crystal McKeon TSA Wealth Managment LLC | 1,567 | $324,212 | $308,432.61 | -$15,779.39 | -4.87% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,646 | $420,656.84 | $520,812.18 | $100,155.34 | 23.81% |
Dean Pelos Commonwealth Retirement Investments LLC | 49,673 | $8.04M | $9.78M | $1.74M | 21.58% |
Andy Peters Goldstein Advisors LLC | 1,256 | $254,744.26 | $247,218.48 | -$7,525.78 | -2.95% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 1,776 | $255,399.69 | $349,570.08 | $94,170.39 | 36.87% |