| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 208 | $210,365 | $211,823.04 | $1,458.04 | 0.69% |
Sheryl Stephens Stephens Consulting LLC | 21 | $18,459 | $21,385.98 | $2,926.98 | 15.86% |
Dennis Wallace Fortune Financial Advisors LLC | 1,245 | $1.05M | $1.27M | $214,625.1 | 20.38% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 873 | $738,549 | $889,045.74 | $150,496.74 | 20.38% |
| BP Brett Pohl Kingdom Financial Group LLC | 399 | $327,571.58 | $414,636.79 | $87,065.21 | 26.58% |
Stephen Smith Kestra Investment Management LLC | 362 | $366,537 | $383,857.56 | $17,320.56 | 4.73% |
Sue Oleari Trifecta Capital Advisors LLC | 13,229 | $4.83M | $13.47M | $8.65M | 179.09% |
Amy Hart Phillips Wealth Planners LLC | 1,084 | $412,404.68 | $1.13M | $714,077.21 | 173.15% |
Scott Register Register Financial Advisors LLC | 773 | $327,895.83 | $787,207.74 | $459,311.91 | 140.08% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 433 | $243,460.36 | $450,068.88 | $206,608.52 | 84.86% |
Bree Pate Olisti Co. Wealth LLC | 1,576 | $751,766.14 | $1.6M | $853,200.74 | 113.49% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 11,942 | $7.55M | $12.39M | $4.84M | 64.1% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,581 | $1.44M | $3.65M | $2.2M | 152.82% |
Joseph Gentili Riverview Capital Advisers LLC | 1,489 | $621,317.64 | $1.54M | $923,088.05 | 148.57% |
Amy Ardeel Icon Wealth Advisors LLC | 739 | $674,839.97 | $783,620.82 | $108,780.85 | 16.12% |
John J. Edwards Breed's Hi LLCapital LLC | 994 | $473,517.59 | $1.01M | $538,752.13 | 113.78% |
Matthew C. Jessup Jessup Wealth Management Inc. | 1,894 | $1.06M | $1.96M | $899,259.21 | 84.83% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 540 | $420,804.71 | $549,925.2 | $129,120.49 | 30.68% |
Ashley Goggins Hidden Cove Wealth Management LLC | 238 | $240,706 | $242,374.44 | $1,668.44 | 0.69% |
Matthew Keyes Heritage Wealth Partners LLC | 679 | $307,132.39 | $691,480.02 | $384,347.63 | 125.14% |