| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 110 | $10,381.48 | $11,678.7 | $1,297.22 | 12.5% |
Patrick D. Hayes Canopy Partners LLC | 2,067 | $246,013.7 | $219,484.39 | -$26,529.31 | -10.78% |
Marc White Clarendon Private LLC | 4,902 | $548,281.46 | $504,244.23 | -$44,037.23 | -8.03% |
Sheryl Stephens Stephens Consulting LLC | 1,597 | $185,242.61 | $169,553.49 | -$15,689.12 | -8.47% |
Dennis Wallace Fortune Financial Advisors LLC | 2,153 | $207,505.9 | $223,373.75 | $15,867.85 | 7.65% |
| JS Jeffrey Starkey Kooman & Associates | 3,521 | $317,605.11 | $367,293.11 | $49,688 | 15.64% |
Nelson J. Lam LAM GROUP Inc. | 100 | $9,638 | $10,286.5 | $648.5 | 6.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 146 | $14,081.54 | $15,503.01 | $1,421.47 | 10.09% |
Stephen Smith Kestra Investment Management LLC | 2,110 | $203,359.07 | $224,018.7 | $20,659.63 | 10.16% |
Sue Oleari Trifecta Capital Advisors LLC | 1,464 | $127,610.6 | $155,432.88 | $27,822.28 | 21.8% |
Bree Pate Olisti Co. Wealth LLC | 421 | $47,897 | $44,701.78 | -$3,195.22 | -6.67% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 18,124 | $2.01M | $1.92M | -$86,203.09 | -4.29% |
Timothy J. Videnka Forza Wealth Management LLC | 9,796 | $931,171.27 | $1.02M | $85,163.73 | 9.15% |
Kevin Gray Lodestar Private Asset Management LLC | 2,806 | $265,433.84 | $297,913.02 | $32,479.18 | 12.24% |
Amy Ardeel Icon Wealth Advisors LLC | 43,115 | $4.69M | $4.58M | -$109,707.31 | -2.34% |
John J. Edwards Breed's Hi LLCapital LLC | 2,410 | $266,734.78 | $250,037.5 | -$16,697.28 | -6.26% |
Joshua A. Kennon Kennon-Green & Company LLC | 24,240 | $2.19M | $2.53M | $338,799.81 | 15.47% |
Andy Peters Goldstein Advisors LLC | 4,546 | $412,548.22 | $482,648.82 | $70,100.6 | 16.99% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 2,347 | $209,810.24 | $250,518.78 | $40,708.54 | 19.4% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,652 | $472,765.26 | $493,902.84 | $21,137.58 | 4.47% |