| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 7,597 | $352,504.56 | $384,256.26 | $31,751.7 | 9.01% |
Sue Oleari Trifecta Capital Advisors LLC | 10 | $481 | $506.3 | $25.3 | 5.26% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 24,218 | $888,890.94 | $1.22M | $335,813.32 | 37.78% |
Timothy J. Videnka Forza Wealth Management LLC | 4,514 | $209,450 | $228,272.98 | $18,822.98 | 8.99% |
Amy Ardeel Icon Wealth Advisors LLC | 38,688 | $1.55M | $1.96M | $407,645.06 | 26.28% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 38 | $1,863.52 | $1,914.44 | $50.92 | 2.73% |
Ashley Goggins Hidden Cove Wealth Management LLC | 4,232 | $203,263 | $216,128.24 | $12,865.24 | 6.33% |
Dean Pelos Commonwealth Retirement Investments LLC | 17,509 | $629,804.81 | $886,830.85 | $257,026.04 | 40.81% |
Andy Peters Goldstein Advisors LLC | 11,689 | $554,404.55 | $588,891.82 | $34,487.27 | 6.22% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 158,834 | $3.81M | $8.01M | $4.2M | 110.05% |
Moises Valladares Insigneo Advisory Services LLC | 6,582 | $244,055.03 | $334,793.43 | $90,738.4 | 37.18% |
Ira Ravitz Beverly Hills Private Wealth LLC | 15,881 | $445,303.24 | $802,308.12 | $357,004.88 | 80.17% |
Paul B. Ordonio Park Place Capital Corp. | 4,908 | $222,215.88 | $247,682.22 | $25,466.34 | 11.46% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,225 | $202,933 | $214,038.5 | $11,105.5 | 5.47% |
Kevin Kroskey True Wealth Design LLC | 390 | $17,456.34 | $19,648.2 | $2,191.86 | 12.56% |
Jill Batley Gateway Wealth Partners LLC | 6,662 | $309,134.19 | $337,830.02 | $28,695.83 | 9.28% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 14,379 | $681,565 | $727,936.87 | $46,371.87 | 6.8% |
Beth Zilka Baron Wealth Management LLC | 20,030 | $508,505.63 | $1.02M | $508,317.32 | 99.96% |
Pavin White 25 LLC | 11,835 | $329,087.19 | $598,436.77 | $269,349.58 | 81.85% |
Lison Couture iA Global Asset Management Inc. | 183,270 | $5.68M | $9.28M | $3.6M | 63.48% |