| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 19,337 | $770,588.66 | $922,568.27 | $151,979.61 | 19.72% |
Cornell P. Abod Beacon Investment Advisors LLC | 35,203 | $950,276.3 | $1.81M | $857,045.72 | 90.19% |
Stephen Smith Kestra Investment Management LLC | 7,597 | $352,504.56 | $377,646.87 | $25,142.31 | 7.13% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 24,218 | $888,890.94 | $1.24M | $354,461.18 | 39.88% |
Timothy J. Videnka Forza Wealth Management LLC | 4,514 | $209,450 | $215,362.94 | $5,912.94 | 2.82% |
Amy Ardeel Icon Wealth Advisors LLC | 38,688 | $1.55M | $1.92M | $372,245.54 | 24% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 38 | $1,863.52 | $1,888.98 | $25.46 | 1.37% |
Ashley Goggins Hidden Cove Wealth Management LLC | 4,232 | $203,263 | $201,908.72 | -$1,354.28 | -0.67% |
Dean Pelos Commonwealth Retirement Investments LLC | 47,861 | $1.61M | $2.28M | $670,693.98 | 41.59% |
Andy Peters Goldstein Advisors LLC | 11,445 | $542,319.24 | $546,040.95 | $3,721.71 | 0.69% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 158,834 | $3.81M | $7.58M | $3.76M | 98.68% |
Moises Valladares Insigneo Advisory Services LLC | 6,582 | $244,055.03 | $335,813.64 | $91,758.61 | 37.6% |
Ira Ravitz Beverly Hills Private Wealth LLC | 15,881 | $445,303.24 | $823,112.23 | $377,808.99 | 84.84% |
Paul B. Ordonio Park Place Capital Corp. | 4,908 | $222,215.88 | $250,406.16 | $28,190.28 | 12.69% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,225 | $202,933 | $213,848.37 | $10,915.37 | 5.38% |
Kevin Kroskey True Wealth Design LLC | 300 | $12,416.37 | $14,313 | $1,896.63 | 15.28% |
Jill Batley Gateway Wealth Partners LLC | 14,478 | $630,099.24 | $690,745.38 | $60,646.14 | 9.62% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 14,379 | $681,565 | $733,616.58 | $52,051.58 | 7.64% |
Beth Zilka Baron Wealth Management LLC | 20,030 | $508,505.63 | $955,631.3 | $447,125.67 | 87.93% |
Pavin White 25 LLC | 11,787 | $326,709.83 | $562,357.77 | $235,647.94 | 72.13% |