| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 2,704 | $365,411.03 | $362,417.12 | -$2,993.91 | -0.82% |
Sue Oleari Trifecta Capital Advisors LLC | 1,146 | $130,805 | $153,495.24 | $22,690.24 | 17.35% |
Scott Register Register Financial Advisors LLC | 284 | $23,742 | $38,234.92 | $14,492.92 | 61.04% |
Bree Pate Olisti Co. Wealth LLC | 3,528 | $423,831.77 | $474,921.72 | $51,089.95 | 12.05% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 44,658 | $5.28M | $5.98M | $698,906.21 | 13.24% |
Kevin Gray Lodestar Private Asset Management LLC | 3,245 | $273,965.92 | $438,383.27 | $164,417.35 | 60.01% |
Amy Ardeel Icon Wealth Advisors LLC | 4,192 | $491,726.19 | $564,368.96 | $72,642.77 | 14.77% |
Bill Scoggins First Citizens Asset Management Inc. | 85,212 | $10.18M | $11.41M | $1.22M | 12.03% |
Bepin Serraj Richard W. Paul & Associates LLC | 208 | $19,626.43 | $28,044.64 | $8,418.21 | 42.89% |
Michael R. Panico Arcadia Wealth Management LLC | 5,083 | $630,390.51 | $690,144.32 | $59,753.81 | 9.48% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,766 | $231,258.46 | $374,212.14 | $142,953.68 | 61.82% |
Jeffrey Hanson Breakwater Capital Group | 2,647 | $292,745.85 | $356,497.93 | $63,752.08 | 21.78% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,660 | $918,911.81 | $1.43M | $507,289.59 | 55.21% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,880 | $222,021.83 | $255,586 | $33,564.17 | 15.12% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 2,484 | $318,224.15 | $337,265.1 | $19,040.95 | 5.98% |
John Canning Mi LLCreek Capital Advisors LLC | 83,921 | $7.98M | $11.33M | $3.35M | 41.99% |
David Stevens Stevens Capital Partners | 64,852 | $7.01M | $8.81M | $1.79M | 25.54% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,286 | $366,768.6 | $577,024.18 | $210,255.58 | 57.33% |
Robert B. LaRue Owen LaRue LLC | 5,029 | $424,688.06 | $684,723.49 | $260,035.43 | 61.23% |
Ashley Buboltz Moran Wealth Management LLC | 17,726 | $2.6M | $2.37M | -$221,043.56 | -8.52% |