| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 1,389 | $284,564.57 | $322,636.92 | $38,072.35 | 13.38% |
Sheryl Stephens Stephens Consulting LLC | 452 | $69,815.09 | $104,525 | $34,709.91 | 49.72% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,009 | $390,430.14 | $467,012.14 | $76,582 | 19.61% |
Dennis Wallace Fortune Financial Advisors LLC | 1,500 | $200,715.03 | $348,150 | $147,434.97 | 73.45% |
| JS Jeffrey Starkey Kooman & Associates | 1,376 | $232,431.71 | $320,470.4 | $88,038.69 | 37.88% |
Nelson J. Lam LAM GROUP Inc. | 202 | $48,963 | $47,245.78 | -$1,717.22 | -3.51% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $488.74 | $463.06 | -$25.68 | -5.25% |
Stephen Smith Kestra Investment Management LLC | 776 | $188,095.36 | $179,504.32 | -$8,591.04 | -4.57% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,325 | $253,343.79 | $306,605 | $53,261.21 | 21.02% |
Sue Oleari Trifecta Capital Advisors LLC | 100 | $24,400.51 | $23,119 | -$1,281.51 | -5.25% |
Amy Hart Phillips Wealth Planners LLC | 2,960 | $660,046.1 | $685,476.8 | $25,430.7 | 3.85% |
Scott Register Register Financial Advisors LLC | 9,153 | $1.76M | $2.13M | $366,834.83 | 20.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 957 | $269,117.96 | $223,502.56 | -$45,615.4 | -16.95% |
Bree Pate Olisti Co. Wealth LLC | 5,022 | $949,818.7 | $1.17M | $218,750.48 | 23.03% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 22,479 | $5.61M | $5.2M | -$419,202.02 | -7.47% |
Joseph Gentili Riverview Capital Advisers LLC | 887 | $215,771.46 | $206,653.26 | -$9,118.2 | -4.23% |
Timothy J. Videnka Forza Wealth Management LLC | 13,211 | $1.94M | $3.06M | $1.12M | 57.41% |
Kevin Gray Lodestar Private Asset Management LLC | 2,949 | $577,353.99 | $682,516.56 | $105,162.57 | 18.21% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 52 | $14,545.58 | $12,174.24 | -$2,371.34 | -16.3% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 977 | $274,742.16 | $227,689.85 | -$47,052.31 | -17.13% |