| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,591 | $244,409.44 | $289,418.81 | $45,009.37 | 18.42% |
Belena Vincetti Fortis Capital Advisors LLC | 2,152 | $330,590 | $361,234.72 | $30,644.72 | 9.27% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,019 | $253,848.1 | $511,177.08 | $257,328.98 | 101.37% |
Sheryl Stephens Stephens Consulting LLC | 6 | $477 | $1,004.28 | $527.28 | 110.54% |
Cornell P. Abod Beacon Investment Advisors LLC | 9,204 | $449,983.15 | $1.59M | $1.14M | 253.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 275 | $22,472.8 | $46,571.25 | $24,098.45 | 107.23% |
Sue Oleari Trifecta Capital Advisors LLC | 1,375 | $67,223.78 | $229,858.75 | $162,634.97 | 241.93% |
Bree Pate Olisti Co. Wealth LLC | 429 | $34,067 | $71,956.17 | $37,889.17 | 111.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,308 | $282,916.72 | $552,154.82 | $269,238.1 | 95.17% |
Steve Alexandrowski GEM Asset Management LLC | 2,195 | $107,313.47 | $399,303.42 | $291,989.95 | 272.09% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7 | $1,075 | $1,273.37 | $198.37 | 18.45% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 9,143 | $795,973.2 | $1.6M | $802,771.78 | 100.85% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 5,439 | $438,386.12 | $920,550.75 | $482,164.63 | 109.99% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,465 | $685,913.74 | $812,250.47 | $126,336.73 | 18.42% |
Jesse Ellington Dover Advisors LLC | 8,928 | $623,279.86 | $1.55M | $926,844.14 | 148.7% |
Walter J. West Milestone Asset Management LLC | 57,520 | $10.28M | $10.46M | $181,188.2 | 1.76% |
Lydia Moore MRP Capital Investments LLC | 27,143 | $2.28M | $4.6M | $2.32M | 101.74% |
David Bach River Street Advisors LLC | 3,805 | $252,881 | $668,446.42 | $415,565.42 | 164.33% |
Moises Valladares Insigneo Advisory Services LLC | 2,654 | $182,006.97 | $448,008.47 | $266,001.5 | 146.15% |
Scott Paschal Financial Partners Group LLC | 18,706 | $1.37M | $3.37M | $1.99M | 145.25% |