| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 56,246 | $678,373.96 | $1.13M | $454,982.94 | 67.07% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 117,605 | $2.26M | $2.37M | $109,009.22 | 4.81% |
Amy Ardeel Icon Wealth Advisors LLC | 219,117 | $3.71M | $4.42M | $709,826.07 | 19.15% |
Darren Tapley New England Capital Financial Advisors LLC | 713 | $9,845.19 | $14,359.82 | $4,514.63 | 45.86% |
Paul L. Moffat Arista Wealth Management LLC | 18,437 | $334,262.34 | $370,491.51 | $36,229.17 | 10.84% |
Lydia Moore MRP Capital Investments LLC | 2,456 | $44,700.09 | $49,402.44 | $4,702.35 | 10.52% |
Jesse Haller Compass Financial Group Inc./SD | 50,207 | $611,126.75 | $1M | $392,511.18 | 64.23% |
Moises Valladares Insigneo Advisory Services LLC | 59,378 | $1.11M | $1.2M | $92,369.26 | 8.32% |
John Canning Mi LLCreek Capital Advisors LLC | 19,767 | $369,309.1 | $397,217.86 | $27,908.76 | 7.56% |
| NH Nathaniel Holden Core Wealth Partners LLC | 14,388 | $186,891.75 | $289,702.38 | $102,810.63 | 55.01% |
David Stevens Stevens Capital Partners | 10,000 | $191,200 | $200,400 | $9,200 | 4.81% |
Scott Highmark Mosaic Family Wealth Partners LLC | 34,556 | $515,030.5 | $696,130.62 | $181,100.12 | 35.16% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 18,422 | $304,118.12 | $370,742.75 | $66,624.63 | 21.91% |
Jeffrey Rosenthal Viawealth LLC | 13,539 | $170,751.98 | $271,998.51 | $101,246.53 | 59.29% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 17,550 | $335,556 | $351,263.25 | $15,707.25 | 4.68% |
Syed Rizvi AlphaQ Advisors LLC | 39,205 | $501,136.7 | $790,960.87 | $289,824.17 | 57.83% |
Ira Ravitz Beverly Hills Private Wealth LLC | 173,373 | $2.18M | $3.49M | $1.31M | 60.14% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 27,655 | $507,958.93 | $557,109.97 | $49,151.04 | 9.68% |
Vickie Chrisman LMG Wealth Partners LLC | 60,131 | $1.18M | $1.21M | $27,925.28 | 2.37% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 547 | $10,557.01 | $11,071.28 | $514.27 | 4.87% |