| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 2,080 | $246,133.94 | $251,232.8 | $5,098.86 | 2.07% |
Sheryl Stephens Stephens Consulting LLC | 1,789 | $187,683.68 | $216,325.88 | $28,642.2 | 15.26% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,291 | $345,108.4 | $396,203.49 | $51,095.09 | 14.81% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 6,771 | $686,651.79 | $809,473.05 | $122,821.26 | 17.89% |
| BP Brett Pohl Kingdom Financial Group LLC | 85 | $9,981.67 | $10,316.45 | $334.78 | 3.35% |
Stephen Smith Kestra Investment Management LLC | 2,288 | $289,597 | $276,481.92 | -$13,115.08 | -4.53% |
Sue Oleari Trifecta Capital Advisors LLC | 9 | $1,140 | $1,087.74 | -$52.26 | -4.58% |
Amy Hart Phillips Wealth Planners LLC | 10,219 | $1.12M | $1.24M | $120,178.19 | 10.78% |
Scott Register Register Financial Advisors LLC | 5,784 | $591,372.06 | $699,401.28 | $108,029.22 | 18.27% |
Bree Pate Olisti Co. Wealth LLC | 260 | $30,512.52 | $31,409.3 | $896.78 | 2.94% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,078 | $954,382.78 | $1.1M | $143,873.66 | 15.08% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,125 | $142,402 | $133,740 | -$8,662 | -6.08% |
Matthew C. Jessup Jessup Wealth Management Inc. | 2,033 | $250,589.98 | $242,943.5 | -$7,646.48 | -3.05% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,038 | $238,874 | $246,516.48 | $7,642.48 | 3.2% |
Andy Peters Goldstein Advisors LLC | 3,021 | $370,539.71 | $359,136.48 | -$11,403.23 | -3.08% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,664 | $323,658.92 | $321,757.92 | -$1,901 | -0.59% |
Bepin Serraj Richard W. Paul & Associates LLC | 149 | $14,935.11 | $18,000.69 | $3,065.58 | 20.53% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,511 | $264,869.64 | $303,278.58 | $38,408.94 | 14.5% |
Jeffrey Hanson Breakwater Capital Group | 3,937 | $396,623.37 | $476,298.26 | $79,674.89 | 20.09% |
Jesse Ellington Dover Advisors LLC | 20,000 | $2.2M | $2.41M | $212,489.2 | 9.67% |