| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 49,876 | $1.81M | $1.81M | -$5,557.36 | -0.31% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 15,311 | $381,687.87 | $552,191.21 | $170,503.34 | 44.67% |
Amy Ardeel Icon Wealth Advisors LLC | 343,606 | $10.75M | $12.44M | $1.69M | 15.7% |
Dean Pelos Commonwealth Retirement Investments LLC | 10,000 | $320,600 | $362,250 | $41,650 | 12.99% |
Jeffrey Hanson Breakwater Capital Group | 7,679 | $212,814.39 | $278,018.19 | $65,203.8 | 30.64% |
Kyle Kelley Family Capital Management Inc. | 6,173 | $232,958.61 | $219,573.61 | -$13,385 | -5.75% |
Walter J. West Milestone Asset Management LLC | 7,386 | $230,962.55 | $262,720.02 | $31,757.47 | 13.75% |
Paul L. Moffat Arista Wealth Management LLC | 9,300 | $288,393 | $335,079 | $46,686 | 16.19% |
Moises Valladares Insigneo Advisory Services LLC | 9,563 | $323,110.96 | $350,388.32 | $27,277.36 | 8.44% |
John Canning Mi LLCreek Capital Advisors LLC | 27,498 | $817,813.55 | $990,752.94 | $172,939.39 | 21.15% |
| TAL TFB Advisors LLC TFB Advisors LLC | 15,217 | $536,332.62 | $549,105.44 | $12,772.82 | 2.38% |
Scott Highmark Mosaic Family Wealth Partners LLC | 34,323 | $941,285.46 | $1.24M | $300,863.91 | 31.96% |
| LK Lenny Kisin Applied Capital LLC/FL | 85,199 | $2.53M | $3.03M | $502,549.55 | 19.85% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 7,616 | $244,162.04 | $271,396.16 | $27,234.12 | 11.15% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 7,650 | $184,520 | $276,012 | $91,492 | 49.58% |
Syed Rizvi AlphaQ Advisors LLC | 95,785 | $2.36M | $3.5M | $1.13M | 47.97% |
Ira Ravitz Beverly Hills Private Wealth LLC | 24,874 | $653,285.54 | $898,200.14 | $244,914.6 | 37.49% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 10,435 | $333,902.48 | $376,233.92 | $42,331.44 | 12.68% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,400 | $405,794.65 | $448,756 | $42,961.35 | 10.59% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4,468 | $169,050.79 | $163,618.16 | -$5,432.63 | -3.21% |