| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 398 | $467,905 | $394,135.41 | -$73,769.59 | -15.77% |
Jeffrey D. Munjack JDM Financial Group LLC | 72 | $12,766.07 | $77,688 | $64,921.93 | 508.55% |
Patrick D. Hayes Canopy Partners LLC | 501 | $302,605.54 | $496,135.28 | $193,529.74 | 63.95% |
Marc White Clarendon Private LLC | 203 | $177,198.44 | $201,028.87 | $23,830.43 | 13.45% |
Sheryl Stephens Stephens Consulting LLC | 35 | $8,623.68 | $34,660.15 | $26,036.47 | 301.92% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 229 | $269,043 | $226,776.41 | -$42,266.59 | -15.71% |
| BP Brett Pohl Kingdom Financial Group LLC | 635 | $450,441.08 | $628,726.2 | $178,285.12 | 39.58% |
Stephen Smith Kestra Investment Management LLC | 354 | $415,997 | $360,559.63 | -$55,437.37 | -13.33% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 2,548 | $439,683.52 | $2.52M | $2.08M | 473.88% |
Sue Oleari Trifecta Capital Advisors LLC | 146 | $25,922.75 | $144,582.34 | $118,659.59 | 457.74% |
Amy Hart Phillips Wealth Planners LLC | 650 | $359,319.39 | $643,578 | $284,258.61 | 79.11% |
Scott Register Register Financial Advisors LLC | 610 | $323,439.89 | $604,076.89 | $280,637 | 86.77% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 196 | $230,272.56 | $208,397 | -$21,875.56 | -9.5% |
Bree Pate Olisti Co. Wealth LLC | 169 | $113,962.39 | $167,359.01 | $53,396.62 | 46.85% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,202 | $3.21M | $6.45M | $3.24M | 101.06% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 11,998 | $3.18M | $11.88M | $8.71M | 274.13% |
Timothy J. Videnka Forza Wealth Management LLC | 611 | $323,311 | $605,067.18 | $281,756.18 | 87.15% |
Kevin Gray Lodestar Private Asset Management LLC | 647 | $367,984.25 | $640,717.62 | $272,733.37 | 74.12% |
Amy Ardeel Icon Wealth Advisors LLC | 1,154 | $973,037.92 | $1.18M | $202,345.73 | 20.8% |
John J. Edwards Breed's Hi LLCapital LLC | 1,120 | $370,027.35 | $1.11M | $739,097.43 | 199.74% |