| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 1,415 | $116,290.91 | $215,702.6 | $99,411.69 | 85.49% |
Stephen Smith Kestra Investment Management LLC | 3,242 | $368,132.1 | $494,210.48 | $126,078.38 | 34.25% |
Sue Oleari Trifecta Capital Advisors LLC | 4,178 | $434,949.25 | $636,894.32 | $201,945.07 | 46.43% |
Bree Pate Olisti Co. Wealth LLC | 200 | $23,950 | $30,488 | $6,538 | 27.3% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,198 | $264,202.08 | $487,503.12 | $223,301.04 | 84.52% |
Amy Ardeel Icon Wealth Advisors LLC | 2,204 | $171,052.44 | $335,977.76 | $164,925.32 | 96.42% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,630 | $214,782.66 | $240,636.9 | $25,854.24 | 12.04% |
Andy Peters Goldstein Advisors LLC | 10,907 | $700,742.18 | $1.71M | $1.01M | 143.54% |
| LQ Louise Quant Trium Capital LLP | 10,196 | $1.34M | $1.48M | $147,230.24 | 11.03% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 3,036 | $341,259.9 | $475,042.92 | $133,783.02 | 39.2% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,590 | $375,551.15 | $394,819.6 | $19,268.45 | 5.13% |
Jeffrey Hanson Breakwater Capital Group | 1,479 | $193,720.62 | $225,458.76 | $31,738.14 | 16.38% |
Darren Tapley New England Capital Financial Advisors LLC | 1,320 | $88,401.98 | $201,220.8 | $112,818.82 | 127.62% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 2,175 | $237,959.34 | $331,557 | $93,597.66 | 39.33% |
Moises Valladares Insigneo Advisory Services LLC | 5,663 | $412,709.49 | $823,230.31 | $410,520.82 | 99.47% |
John Canning Mi LLCreek Capital Advisors LLC | 1,872 | $160,272.44 | $292,911.84 | $132,639.4 | 82.76% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 92 | $12,046.92 | $13,446.72 | $1,399.8 | 11.62% |
Paul B. Ordonio Park Place Capital Corp. | 410 | $27,015.94 | $59,507.4 | $32,491.46 | 120.27% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,871 | $206,765.19 | $285,215.24 | $78,450.05 | 37.94% |
Kevin Kroskey True Wealth Design LLC | 2,174 | $219,301.19 | $320,947.62 | $101,646.43 | 46.35% |