| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 56,968 | $3.73M | $4.29M | $555,181.69 | 14.87% |
Sheryl Stephens Stephens Consulting LLC | 345 | $18,045.22 | $25,968.15 | $7,922.93 | 43.91% |
Dennis Wallace Fortune Financial Advisors LLC | 14,657 | $766,596.5 | $1.1M | $336,635.89 | 43.91% |
| JS Jeffrey Starkey Kooman & Associates | 14,463 | $737,335.54 | $1.09M | $351,294.47 | 47.64% |
| BG Becki Goebel TCP Asset Management LLC | 3,344 | $207,681.45 | $251,702.88 | $44,021.43 | 21.2% |
Nelson J. Lam LAM GROUP Inc. | 9,250 | $561,845 | $696,247.5 | $134,402.5 | 23.92% |
Lucas Mosher SP Asset Management LLC | 7,502 | $372,847.68 | $564,675.54 | $191,827.86 | 51.45% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 4,190 | $202,703.82 | $315,381.3 | $112,677.48 | 55.59% |
| BP Brett Pohl Kingdom Financial Group LLC | 768 | $51,100.59 | $59,746.56 | $8,645.97 | 16.92% |
Stephen Smith Kestra Investment Management LLC | 3,089 | $238,171 | $237,853 | -$318 | -0.13% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 8,021 | $486,284.88 | $603,740.67 | $117,455.79 | 24.15% |
Sue Oleari Trifecta Capital Advisors LLC | 326,526 | $19.02M | $24.58M | $5.56M | 29.22% |
Amy Hart Phillips Wealth Planners LLC | 5,938 | $366,145.67 | $461,946.71 | $95,801.04 | 26.16% |
Scott Register Register Financial Advisors LLC | 4,845 | $329,566.7 | $364,683.15 | $35,116.45 | 10.66% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 314,111 | $19.11M | $24.52M | $5.41M | 28.33% |
Timothy J. Videnka Forza Wealth Management LLC | 66,452 | $3.37M | $5M | $1.63M | 48.49% |
Kevin Gray Lodestar Private Asset Management LLC | 264,081 | $13.05M | $19.88M | $6.82M | 52.29% |
Amy Ardeel Icon Wealth Advisors LLC | 3,511 | $218,755.66 | $270,347 | $51,591.34 | 23.58% |
John J. Edwards Breed's Hi LLCapital LLC | 8,550 | $473,926.5 | $643,558.5 | $169,632 | 35.79% |
Steve Alexandrowski GEM Asset Management LLC | 55,153 | $2.97M | $4.15M | $1.18M | 39.72% |