| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sheryl Stephens Stephens Consulting LLC | 1,000 | $29,297.09 | $37,919.8 | $8,622.71 | 29.43% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,640 | $112,876.85 | $138,028.07 | $25,151.22 | 22.28% |
Amy Hart Phillips Wealth Planners LLC | 8,674 | $217,876.06 | $328,916.35 | $111,040.29 | 50.96% |
| SR Scott Register Register Financial Advisors LLC | 25,510 | $707,223.43 | $962,492.3 | $255,268.87 | 36.09% |
Bree Pate Olisti Co. Wealth LLC | 27,442 | $741,029.02 | $1.04M | $302,453.03 | 40.82% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 83,967 | $2.75M | $3.18M | $433,985.79 | 15.78% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 15,311 | $381,687.87 | $580,590.06 | $198,902.19 | 52.11% |
Amy Ardeel Icon Wealth Advisors LLC | 402,511 | $12.59M | $15.27M | $2.68M | 21.26% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 5,112 | $193,439 | $193,963.08 | $524.08 | 0.27% |
| DP Dean Pelos Commonwealth Retirement Investments LLC | 10,000 | $320,600 | $379,427 | $58,827 | 18.35% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 17,130 | $427,214.07 | $649,958.45 | $222,744.38 | 52.14% |
Jeffrey Hanson Breakwater Capital Group | 7,679 | $212,814.39 | $291,361.99 | $78,547.6 | 36.91% |
Kyle Kelley Family Capital Management Inc. | 5,599 | $211,860 | $212,441.18 | $581.18 | 0.27% |
Jesse Ellington Dover Advisors LLC | 5,411 | $204,752 | $205,307.95 | $555.95 | 0.27% |
| WJW Walter J. West Milestone Asset Management LLC | 40,195 | $1.27M | $1.52M | $242,847.5 | 19.07% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 9,300 | $288,393 | $352,867.11 | $64,474.11 | 22.36% |
| MV Moises Valladares Insigneo Advisory Services LLC | 12,694 | $408,259.59 | $481,419.95 | $73,160.36 | 17.92% |
John Canning Mi LLCreek Capital Advisors LLC | 27,498 | $817,813.55 | $1.04M | $225,048.1 | 27.52% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,784 | $263,095.5 | $295,208.2 | $32,112.7 | 12.21% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 25,536 | $618,275.97 | $968,452.8 | $350,176.83 | 56.64% |