| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Laibson Mainsail Financial Group LLC | 2,963 | $973,497.21 | $983,597.45 | $10,100.24 | 1.04% |
Marc White Clarendon Private LLC | 1,142 | $424,702.84 | $379,098.31 | -$45,604.53 | -10.74% |
Sheryl Stephens Stephens Consulting LLC | 1,221 | $470,851.91 | $405,323.15 | -$65,528.76 | -13.92% |
Cornell P. Abod Beacon Investment Advisors LLC | 4,383 | $1.39M | $1.45M | $60,297.3 | 4.32% |
Nelson J. Lam LAM GROUP Inc. | 12 | $3,947 | $3,983.52 | $36.52 | 0.93% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 8,167 | $2.57M | $2.71M | $143,643.13 | 5.59% |
Lucas Mosher SP Asset Management LLC | 41,603 | $13.11M | $13.81M | $697,186.84 | 5.32% |
| BP Brett Pohl Kingdom Financial Group LLC | 394 | $131,948.03 | $140,102.46 | $8,154.43 | 6.18% |
Stephen Smith Kestra Investment Management LLC | 2,806 | $1.03M | $987,515.58 | -$44,010.24 | -4.27% |
Sue Oleari Trifecta Capital Advisors LLC | 21,043 | $7.09M | $6.99M | -$102,279.76 | -1.44% |
Amy Hart Phillips Wealth Planners LLC | 3,804 | $1.3M | $1.35M | $57,072.47 | 4.41% |
Scott Register Register Financial Advisors LLC | 7,615 | $2.47M | $2.53M | $59,445.55 | 2.41% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,132 | $672,199.96 | $707,738.7 | $35,538.74 | 5.29% |
Bree Pate Olisti Co. Wealth LLC | 1,281 | $409,599.94 | $425,240.75 | $15,640.81 | 3.82% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 15,446 | $5.33M | $5.13M | -$206,250.98 | -3.87% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,719 | $2.24M | $2.23M | -$13,120.23 | -0.58% |
Joseph Gentili Riverview Capital Advisers LLC | 15,128 | $5.6M | $5.02M | -$578,918.07 | -10.34% |
Timothy J. Videnka Forza Wealth Management LLC | 1,288 | $416,096.18 | $427,564.47 | $11,468.29 | 2.76% |
Kevin Gray Lodestar Private Asset Management LLC | 3,483 | $1.17M | $1.16M | -$13,122.13 | -1.12% |
Amy Ardeel Icon Wealth Advisors LLC | 16,182 | $6.21M | $5.69M | -$511,587.26 | -8.24% |