| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 870 | $222,109 | $117,084.6 | -$105,024.4 | -47.29% |
Christopher Casanega Sharper & Granite LLC | 4,273 | $445,884.45 | $586,811.09 | $140,926.64 | 31.61% |
Belena Vincetti Fortis Capital Advisors LLC | 1,147 | $292,990 | $153,663.59 | -$139,326.41 | -47.55% |
Angela McCray SurgoCap Partners LP | 797,181 | $108.39M | $106.42M | -$1.98M | -1.82% |
Patrick D. Hayes Canopy Partners LLC | 1,868 | $278,481.12 | $250,704.28 | -$27,776.84 | -9.97% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 2,794 | $513,853.22 | $375,569.48 | -$138,283.74 | -26.91% |
Marc White Clarendon Private LLC | 2,685 | $685,830 | $365,817.82 | -$320,012.18 | -46.66% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,699 | $303,529.91 | $502,176.24 | $198,646.33 | 65.45% |
Dennis Wallace Fortune Financial Advisors LLC | 3,655 | $496,970.35 | $494,229.1 | -$2,741.25 | -0.55% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $256 | $132.95 | -$123.05 | -48.07% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 15,979 | $522,062.4 | $2.12M | $1.6M | 306.96% |
Sue Oleari Trifecta Capital Advisors LLC | 21,840 | $5.58M | $2.92M | -$2.66M | -47.66% |
Amy Hart Phillips Wealth Planners LLC | 1,840 | $97,019.65 | $247,903.2 | $150,883.55 | 155.52% |
Scott Register Register Financial Advisors LLC | 500 | $127,715 | $66,850 | -$60,865 | -47.66% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 836 | $213,539.47 | $114,841.32 | -$98,698.15 | -46.22% |
Bree Pate Olisti Co. Wealth LLC | 1,860 | $164,980.28 | $249,258.6 | $84,278.32 | 51.08% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 15,077 | $1.03M | $2.01M | $977,142.54 | 94.69% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,105 | $563,627.06 | $417,995.1 | -$145,631.96 | -25.84% |
Kevin Gray Lodestar Private Asset Management LLC | 3,194 | $280,343.9 | $429,976.28 | $149,632.38 | 53.37% |
Amy Ardeel Icon Wealth Advisors LLC | 12,138 | $1.12M | $1.63M | $505,171.1 | 45.07% |