| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 11,981 | $3.49M | $4.45M | $957,583.15 | 27.41% |
Jeffrey D. Munjack JDM Financial Group LLC | 171 | $31,646.13 | $63,533.34 | $31,887.21 | 100.76% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,067 | $224,870.92 | $396,433.19 | $171,562.27 | 76.29% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 543 | $215,084.96 | $201,746.23 | -$13,338.73 | -6.2% |
Sheryl Stephens Stephens Consulting LLC | 1,539 | $261,937.9 | $571,800.08 | $309,862.18 | 118.3% |
Dennis Wallace Fortune Financial Advisors LLC | 847 | $341,858.86 | $314,694.39 | -$27,164.47 | -7.95% |
| BG Becki Goebel TCP Asset Management LLC | 839 | $142,354.94 | $311,722.07 | $169,367.13 | 118.98% |
Nelson J. Lam LAM GROUP Inc. | 2,755 | $485,670.06 | $1.02M | $537,922.67 | 110.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 57 | $22,589.54 | $22,715.07 | $125.53 | 0.56% |
Stephen Smith Kestra Investment Management LLC | 1,269 | $411,442.43 | $493,666.38 | $82,223.95 | 19.98% |
Sue Oleari Trifecta Capital Advisors LLC | 2,912 | $917,781.87 | $1.08M | $164,142.64 | 17.88% |
Scott Register Register Financial Advisors LLC | 716 | $219,020.56 | $266,022.65 | $47,002.09 | 21.46% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 56,187 | $13.68M | $20.88M | $7.19M | 52.58% |
Timothy J. Videnka Forza Wealth Management LLC | 2,510 | $485,301.73 | $932,565.43 | $447,263.7 | 92.16% |
Kevin Gray Lodestar Private Asset Management LLC | 12,767 | $2.18M | $4.74M | $2.57M | 117.77% |
Amy Ardeel Icon Wealth Advisors LLC | 929 | $368,171.99 | $361,399.58 | -$6,772.41 | -1.84% |
John J. Edwards Breed's Hi LLCapital LLC | 3,567 | $763,083.03 | $1.33M | $562,200.19 | 73.67% |
Steve Alexandrowski GEM Asset Management LLC | 1,479 | $481,291.1 | $549,507.67 | $68,216.57 | 14.17% |
Matthew C. Jessup Jessup Wealth Management Inc. | 681 | $146,421.94 | $253,018.75 | $106,596.81 | 72.8% |
Crystal McKeon TSA Wealth Managment LLC | 666 | $244,224.98 | $247,445.65 | $3,220.67 | 1.32% |