| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Starkey Kooman & Associates | 3,556 | $168,025.22 | $276,645.07 | $108,619.85 | 64.64% |
Nelson J. Lam LAM GROUP Inc. | 53,215 | $2.49M | $4.18M | $1.7M | 68.39% |
| BP Brett Pohl Kingdom Financial Group LLC | 170,072 | $10.95M | $13.23M | $2.28M | 20.82% |
Stephen Smith Kestra Investment Management LLC | 10,220 | $846,589 | $803,700.8 | -$42,888.2 | -5.07% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 8,020 | $432,189.49 | $643,364.4 | $211,174.91 | 48.86% |
Sue Oleari Trifecta Capital Advisors LLC | 417 | $28,657.08 | $32,792.88 | $4,135.8 | 14.43% |
Amy Hart Phillips Wealth Planners LLC | 5,297 | $265,876.44 | $424,925.34 | $159,048.9 | 59.82% |
Scott Register Register Financial Advisors LLC | 3,775 | $222,586.98 | $296,866 | $74,279.02 | 33.37% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 15,525 | $926,764.16 | $1.21M | $284,884.46 | 30.74% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 50,003 | $2.91M | $3.93M | $1.03M | 35.35% |
Kevin Gray Lodestar Private Asset Management LLC | 49,829 | $2.96M | $4M | $1.03M | 34.89% |
Amy Ardeel Icon Wealth Advisors LLC | 519,774 | $32.79M | $40.88M | $8.08M | 24.65% |
Steve Alexandrowski GEM Asset Management LLC | 3,262 | $218,098.77 | $254,631.72 | $36,532.95 | 16.75% |
| TT Thaddeus Toal RCS Financial Planning LLC | 6,205 | $417,102.47 | $497,765.1 | $80,662.63 | 19.34% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 54,197 | $2.6M | $4.22M | $1.61M | 61.9% |
Joseph A. Feste KM Capital Management Ltd. | 147,999 | $9.56M | $11.54M | $1.98M | 20.72% |
Crystal McKeon TSA Wealth Managment LLC | 86,702 | $5.53M | $6.77M | $1.23M | 22.3% |
Dean Pelos Commonwealth Retirement Investments LLC | 56,585 | $3.55M | $4.45M | $901,603.27 | 25.41% |
Andy Peters Goldstein Advisors LLC | 21,466 | $1.26M | $1.68M | $412,672.91 | 32.66% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 23,136 | $1.26M | $1.8M | $543,270.07 | 43.18% |