| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 46 | $5,541.58 | $5,684.68 | $143.1 | 2.58% |
Patrick D. Hayes Canopy Partners LLC | 2,080 | $246,133.94 | $260,894.4 | $14,760.46 | 6% |
Sheryl Stephens Stephens Consulting LLC | 1,789 | $187,683.68 | $224,394.27 | $36,710.59 | 19.56% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,291 | $345,108.4 | $406,405.59 | $61,297.19 | 17.76% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 6,771 | $686,651.79 | $849,286.53 | $162,634.74 | 23.69% |
| BP Brett Pohl Kingdom Financial Group LLC | 85 | $9,981.67 | $10,613.52 | $631.85 | 6.33% |
Stephen Smith Kestra Investment Management LLC | 2,288 | $289,597 | $281,858.72 | -$7,738.28 | -2.67% |
Amy Hart Phillips Wealth Planners LLC | 10,219 | $1.12M | $1.28M | $160,900.9 | 14.43% |
Scott Register Register Financial Advisors LLC | 5,784 | $591,372.06 | $725,487.12 | $134,115.06 | 22.68% |
Bree Pate Olisti Co. Wealth LLC | 260 | $30,512.52 | $32,611.8 | $2,099.28 | 6.88% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,078 | $954,382.78 | $1.12M | $166,659.44 | 17.46% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,125 | $142,402 | $138,588.75 | -$3,813.25 | -2.68% |
Matthew C. Jessup Jessup Wealth Management Inc. | 2,033 | $250,589.98 | $250,445.27 | -$144.71 | -0.06% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,038 | $238,874 | $255,626.34 | $16,752.34 | 7.01% |
Andy Peters Goldstein Advisors LLC | 2,801 | $345,457.53 | $351,329.43 | $5,871.9 | 1.7% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 1,760 | $214,660.62 | $220,756.8 | $6,096.18 | 2.84% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,664 | $323,658.92 | $334,145.52 | $10,486.6 | 3.24% |
Bepin Serraj Richard W. Paul & Associates LLC | 149 | $14,935.11 | $18,604.88 | $3,669.77 | 24.57% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,511 | $264,869.64 | $314,954.73 | $50,085.09 | 18.91% |
Jeffrey Hanson Breakwater Capital Group | 4,044 | $406,204.14 | $507,238.92 | $101,034.78 | 24.87% |