| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 303 | $115,444.4 | $193,165.53 | $77,721.13 | 67.32% |
Cornell P. Abod Beacon Investment Advisors LLC | 9,026 | $3.84M | $5.85M | $2.01M | 52.31% |
Stephen Smith Kestra Investment Management LLC | 1,414 | $672,824.89 | $900,661.44 | $227,836.55 | 33.86% |
Sue Oleari Trifecta Capital Advisors LLC | 22 | $10,462.37 | $14,013.34 | $3,550.97 | 33.94% |
Amy Hart Phillips Wealth Planners LLC | 939 | $491,382.16 | $604,514.11 | $113,131.95 | 23.02% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,229 | $1.88M | $2.7M | $814,196.04 | 43.25% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 2,264 | $960,836.91 | $1.45M | $490,115.41 | 51.01% |
Timothy J. Videnka Forza Wealth Management LLC | 323 | $204,889 | $208,079.83 | $3,190.83 | 1.56% |
Kevin Gray Lodestar Private Asset Management LLC | 965 | $413,541.33 | $618,449.2 | $204,907.87 | 49.55% |
Amy Ardeel Icon Wealth Advisors LLC | 3,282 | $1.58M | $2.1M | $517,162.67 | 32.64% |
John J. Edwards Breed's Hi LLCapital LLC | 459 | $215,432 | $298,744.74 | $83,312.74 | 38.67% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 302 | $202,801 | $198,709.96 | -$4,091.04 | -2.02% |
Jonathan Seed Seed Wealth Management Inc. | 726 | $305,766.62 | $475,646.16 | $169,879.54 | 55.56% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,037 | $461,440.51 | $673,847.78 | $212,407.27 | 46.03% |
Dean Pelos Commonwealth Retirement Investments LLC | 48 | $30,448 | $30,740.64 | $292.64 | 0.96% |
Andy Peters Goldstein Advisors LLC | 557 | $353,619.39 | $362,423.18 | $8,803.79 | 2.49% |
Jeffrey Hanson Breakwater Capital Group | 1,986 | $824,496.8 | $1.27M | $447,059.56 | 54.22% |
Kyle Kelley Family Capital Management Inc. | 487 | $235,339.59 | $316,968.82 | $81,629.23 | 34.69% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,778 | $744,441.35 | $1.16M | $412,787.73 | 55.45% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 6,778 | $3.82M | $4.42M | $600,107 | 15.71% |