| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 3,664 | $334,164.56 | $433,524.48 | $99,359.92 | 29.73% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 1,200 | $101,115.6 | $149,544 | $48,428.4 | 47.89% |
Sheryl Stephens Stephens Consulting LLC | 23,080 | $1.75M | $2.73M | $979,074.16 | 55.89% |
Nelson J. Lam LAM GROUP Inc. | 7,700 | $412,412 | $911,064 | $498,652 | 120.91% |
Lucas Mosher SP Asset Management LLC | 2,664 | $257,229.02 | $315,204.48 | $57,975.46 | 22.54% |
| BP Brett Pohl Kingdom Financial Group LLC | 216 | $23,046.34 | $26,917.92 | $3,871.58 | 16.8% |
Stephen Smith Kestra Investment Management LLC | 10,708 | $1.21M | $1.27M | $52,118.99 | 4.29% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 2,480 | $208,969.76 | $293,433.6 | $84,463.84 | 40.42% |
Sue Oleari Trifecta Capital Advisors LLC | 1,728 | $136,014.56 | $204,456.96 | $68,442.4 | 50.32% |
Scott Register Register Financial Advisors LLC | 2,523 | $159,940.54 | $298,521.36 | $138,580.82 | 86.65% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 63,410 | $4.64M | $7.94M | $3.3M | 71.2% |
Bree Pate Olisti Co. Wealth LLC | 1,984 | $180,844.23 | $234,746.88 | $53,902.65 | 29.81% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 204,143 | $17.41M | $25.4M | $7.99M | 45.9% |
Joseph Gentili Riverview Capital Advisers LLC | 12,075 | $990,264.7 | $1.5M | $512,106.8 | 51.71% |
Kevin Gray Lodestar Private Asset Management LLC | 6,010 | $498,230.78 | $711,103.2 | $212,872.42 | 42.73% |
Amy Ardeel Icon Wealth Advisors LLC | 50,879 | $5.42M | $6.02M | $596,301.88 | 10.99% |
John J. Edwards Breed's Hi LLCapital LLC | 74,896 | $5.68M | $8.86M | $3.19M | 56.11% |
Steve Alexandrowski GEM Asset Management LLC | 9,326 | $621,939.54 | $1.1M | $481,512.78 | 77.42% |
Dean Pelos Commonwealth Retirement Investments LLC | 6,696 | $358,637.76 | $792,270.72 | $433,632.96 | 120.91% |
Andy Peters Goldstein Advisors LLC | 10,549 | $629,203.97 | $1.25M | $618,953.71 | 98.37% |