| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 454 | $38,757.95 | $39,025.84 | $267.89 | 0.69% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 30,003 | $2.71M | $2.62M | -$91,347.66 | -3.37% |
Kevin Gray Lodestar Private Asset Management LLC | 87,109 | $3.81M | $6.98M | $3.17M | 83.14% |
John J. Edwards Breed's Hi LLCapital LLC | 13,617 | $709,855 | $1.09M | $381,411.38 | 53.73% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 712 | $37,116.67 | $57,059.68 | $19,943.01 | 53.73% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,388 | $458,438.48 | $431,794.32 | -$26,644.16 | -5.81% |
Moises Valladares Insigneo Advisory Services LLC | 7,319 | $582,627.13 | $633,679.02 | $51,051.89 | 8.76% |
Michael Radoff LGT Financial Advisors LLC | 1,227 | $75,949.74 | $98,331.78 | $22,382.04 | 29.47% |
Scott Highmark Mosaic Family Wealth Partners LLC | 20,700 | $1.6M | $1.66M | $55,609.88 | 3.47% |
Jarrod Musick Destiny Capital Corp./ Co. | 38,055 | $2.63M | $3.27M | $636,667.14 | 24.17% |
| SL Sarah Ludden Clifford Group LLC | 3,885 | $298,357.22 | $336,363.3 | $38,006.08 | 12.74% |
Andrew Lewis Genesis Private Wealth LLC | 3,969 | $308,302.1 | $318,075.66 | $9,773.56 | 3.17% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 227 | $21,041 | $18,191.78 | -$2,849.22 | -13.54% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,391 | $311,243.94 | $351,894.74 | $40,650.8 | 13.06% |
Jill Batley Gateway Wealth Partners LLC | 76,278 | $7.07M | $6.11M | -$957,315.08 | -13.54% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,171 | $245,929.67 | $275,274.51 | $29,344.84 | 11.93% |
Gregory Turcotte Alpha Financial Partners LLC | 9,550 | $671,035.47 | $829,035.5 | $158,000.03 | 23.55% |
Jennifer Henry Continuum Wealth Advisors LLC | 275,191 | $16.94M | $22.05M | $5.12M | 30.22% |
Courtney Gooding Bush Investment Group LLC | 72,210 | $4.59M | $5.79M | $1.2M | 26.03% |
Charles Mattingly Leading Edge Financial Planning LLC | 23,442 | $1.14M | $1.88M | $739,284.96 | 64.89% |