| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 33 | $8,517.24 | $7,552.05 | -$965.19 | -11.33% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,180 | $897,231.22 | $711,206.97 | -$186,024.25 | -20.73% |
Patrick D. Hayes Canopy Partners LLC | 1,389 | $284,564.57 | $310,649.84 | $26,085.27 | 9.17% |
Sheryl Stephens Stephens Consulting LLC | 452 | $69,815.09 | $101,089.8 | $31,274.71 | 44.8% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,009 | $390,430.14 | $474,083.82 | $83,653.68 | 21.43% |
Dennis Wallace Fortune Financial Advisors LLC | 1,500 | $200,715.03 | $335,474.98 | $134,759.95 | 67.14% |
| JS Jeffrey Starkey Kooman & Associates | 1,376 | $232,431.71 | $307,742.39 | $75,310.68 | 32.4% |
Nelson J. Lam LAM GROUP Inc. | 202 | $48,963 | $45,177.3 | -$3,785.7 | -7.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $488.74 | $474.3 | -$14.44 | -2.95% |
Stephen Smith Kestra Investment Management LLC | 776 | $188,095.36 | $182,476.39 | -$5,618.97 | -2.99% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,325 | $253,343.79 | $296,336.24 | $42,992.45 | 16.97% |
Sue Oleari Trifecta Capital Advisors LLC | 98 | $23,838.09 | $21,917.7 | -$1,920.39 | -8.06% |
Amy Hart Phillips Wealth Planners LLC | 2,960 | $660,046.1 | $701,963.97 | $41,917.87 | 6.35% |
Scott Register Register Financial Advisors LLC | 9,153 | $1.76M | $2.05M | $287,203.64 | 16.32% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 957 | $269,117.96 | $224,244.25 | -$44,873.71 | -16.67% |
Bree Pate Olisti Co. Wealth LLC | 4,580 | $852,609.68 | $1.02M | $171,707.27 | 20.14% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 22,479 | $5.61M | $5.3M | -$309,954.08 | -5.52% |
Joseph Gentili Riverview Capital Advisers LLC | 887 | $215,771.46 | $209,314.26 | -$6,457.2 | -2.99% |
Timothy J. Videnka Forza Wealth Management LLC | 13,211 | $1.94M | $2.95M | $1.01M | 52.04% |
Kevin Gray Lodestar Private Asset Management LLC | 2,949 | $577,353.99 | $659,543.82 | $82,189.83 | 14.24% |