| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 439 | $250,672.24 | $260,182.12 | $9,509.88 | 3.79% |
Sheryl Stephens Stephens Consulting LLC | 303 | $115,444.4 | $179,579 | $64,134.6 | 55.55% |
Cornell P. Abod Beacon Investment Advisors LLC | 9,026 | $3.84M | $5.59M | $1.75M | 45.64% |
Stephen Smith Kestra Investment Management LLC | 1,414 | $672,824.89 | $876,340.64 | $203,515.75 | 30.25% |
Sue Oleari Trifecta Capital Advisors LLC | 21 | $9,834.74 | $12,446.07 | $2,611.33 | 26.55% |
Amy Hart Phillips Wealth Planners LLC | 939 | $491,382.16 | $582,903.05 | $91,520.89 | 18.63% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,229 | $1.88M | $2.62M | $738,539.31 | 39.23% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 2,264 | $960,836.91 | $1.34M | $380,967.92 | 39.65% |
Timothy J. Videnka Forza Wealth Management LLC | 323 | $204,889 | $191,432.4 | -$13,456.6 | -6.57% |
Kevin Gray Lodestar Private Asset Management LLC | 965 | $413,541.33 | $571,926.53 | $158,385.2 | 38.3% |
Amy Ardeel Icon Wealth Advisors LLC | 3,282 | $1.58M | $2.03M | $449,816.03 | 28.39% |
John J. Edwards Breed's Hi LLCapital LLC | 459 | $215,432 | $272,035.52 | $56,603.52 | 26.27% |
Jonathan Seed Seed Wealth Management Inc. | 726 | $305,766.62 | $430,278.41 | $124,511.79 | 40.72% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,037 | $461,440.51 | $614,598.77 | $153,158.26 | 33.19% |
Andy Peters Goldstein Advisors LLC | 549 | $348,247 | $325,375.82 | -$22,871.18 | -6.57% |
Jeffrey Hanson Breakwater Capital Group | 2,013 | $836,073.32 | $1.19M | $356,971.35 | 42.7% |
Kyle Kelley Family Capital Management Inc. | 487 | $235,339.59 | $288,630.28 | $53,290.69 | 22.64% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,778 | $744,441.35 | $1.05M | $309,325.87 | 41.55% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 6,778 | $3.82M | $4.02M | $197,222.54 | 5.16% |
Darren Tapley New England Capital Financial Advisors LLC | 148 | $61,163.45 | $87,715.16 | $26,551.71 | 43.41% |