| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 1,389 | $228,171 | $232,643.61 | $4,472.61 | 1.96% |
| BP Brett Pohl Kingdom Financial Group LLC | 187 | $27,805 | $31,032.65 | $3,227.65 | 11.61% |
Scott Register Register Financial Advisors LLC | 979 | $119,615.09 | $162,964.34 | $43,349.25 | 36.24% |
Bree Pate Olisti Co. Wealth LLC | 22 | $3,271 | $3,666.52 | $395.52 | 12.09% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,842 | $756,540.67 | $1.3M | $544,917.65 | 72.03% |
Kevin Gray Lodestar Private Asset Management LLC | 3,232 | $319,334.9 | $540,616.64 | $221,281.74 | 69.29% |
Amy Ardeel Icon Wealth Advisors LLC | 14,139 | $1.81M | $2.35M | $542,080.62 | 29.92% |
| TT Thaddeus Toal RCS Financial Planning LLC | 1,407 | $178,220.66 | $235,348.89 | $57,128.23 | 32.05% |
Joseph A. Feste KM Capital Management Ltd. | 136,877 | $22.48M | $22.94M | $457,035.97 | 2.03% |
Crystal McKeon TSA Wealth Managment LLC | 7,194 | $931,282.22 | $1.21M | $277,525.6 | 29.8% |
Andy Peters Goldstein Advisors LLC | 1.26M | $164.4M | $212.41M | $48M | 29.2% |
Robin Sherwood HTG Investment Advisors Inc. | 1,223 | $200,902 | $204,901.42 | $3,999.42 | 1.99% |
Bepin Serraj Richard W. Paul & Associates LLC | 5 | $712.31 | $834.35 | $122.04 | 17.13% |
Nathan Blair Palo Alto Wealth Advisors LLC | 1,349 | $201,001 | $225,957.5 | $24,956.5 | 12.42% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 26,195 | $2.53M | $4.35M | $1.83M | 72.2% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 102,321 | $14.38M | $17.19M | $2.81M | 19.55% |
Justin Halverson Great Waters Wealth Management | 2,822 | $341,741.42 | $474,124.22 | $132,382.8 | 38.74% |
Walter J. West Milestone Asset Management LLC | 7,611 | $647,026.83 | $1.28M | $631,697.24 | 97.63% |
Paul L. Moffat Arista Wealth Management LLC | 4,796 | $647,652.04 | $800,979.96 | $153,327.92 | 23.67% |
| THL Team Hewins LLC Team Hewins LLC | 1,308 | $182,468.14 | $216,807.54 | $34,339.4 | 18.82% |