| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 1,332 | $306,156.67 | $553,046.41 | $246,889.74 | 80.64% |
Erik Brenner Hilltop Partners LLC | 7,312 | $2.22M | $3.25M | $1.03M | 46.38% |
Holly Skipper Verum Partners LLC | 1,154 | $269,511.03 | $479,140.81 | $209,629.78 | 77.78% |
Belena Vincetti Fortis Capital Advisors LLC | 5,777 | $2.15M | $2.4M | $248,360.42 | 11.55% |
Patrick D. Hayes Canopy Partners LLC | 3,556 | $994,422.65 | $1.48M | $482,028.59 | 48.47% |
Marc White Clarendon Private LLC | 2,036 | $678,861.25 | $845,347.22 | $166,485.97 | 24.52% |
Sheryl Stephens Stephens Consulting LLC | 200 | $44,437.78 | $83,040 | $38,602.22 | 86.87% |
Cornell P. Abod Beacon Investment Advisors LLC | 888 | $280,366.13 | $408,444.47 | $128,078.34 | 45.68% |
Dennis Wallace Fortune Financial Advisors LLC | 3,213 | $969,444.1 | $1.33M | $364,593.53 | 37.61% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $715.81 | $897.34 | $181.53 | 25.36% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 36,515 | $11.45M | $15.16M | $3.71M | 32.37% |
Stephen Smith Kestra Investment Management LLC | 1,591 | $625,551.88 | $707,629.05 | $82,077.17 | 13.12% |
Sue Oleari Trifecta Capital Advisors LLC | 22,156 | $6.31M | $9.2M | $2.89M | 45.77% |
Amy Hart Phillips Wealth Planners LLC | 1,541 | $298,275.29 | $691,400.49 | $393,125.2 | 131.8% |
Scott Register Register Financial Advisors LLC | 2,077 | $426,371.58 | $862,370.42 | $435,998.84 | 102.26% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,399 | $2.34M | $4.78M | $2.45M | 104.71% |
Timothy J. Videnka Forza Wealth Management LLC | 882 | $279,855.07 | $366,206.41 | $86,351.34 | 30.86% |
Amy Ardeel Icon Wealth Advisors LLC | 13,485 | $4.57M | $6M | $1.43M | 31.22% |
John J. Edwards Breed's Hi LLCapital LLC | 1,937 | $637,148.76 | $804,242.42 | $167,093.66 | 26.23% |
Steve Alexandrowski GEM Asset Management LLC | 488 | $207,947 | $202,617.6 | -$5,329.4 | -2.56% |