| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 55,734 | $10.41M | $14.15M | $3.74M | 35.89% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,933 | $688,868.15 | $977,783.13 | $288,914.98 | 41.94% |
Joseph Gentili Riverview Capital Advisers LLC | 2,623 | $446,704.57 | $664,248.52 | $217,543.95 | 48.7% |
Timothy J. Videnka Forza Wealth Management LLC | 10,314 | $1.81M | $2.56M | $757,231.03 | 41.91% |
Kevin Gray Lodestar Private Asset Management LLC | 3,663 | $641,933.93 | $910,658.43 | $268,724.5 | 41.86% |
Amy Ardeel Icon Wealth Advisors LLC | 28,114 | $4.42M | $7.14M | $2.72M | 61.45% |
John J. Edwards Breed's Hi LLCapital LLC | 3,526 | $549,942.13 | $895,286.66 | $345,344.53 | 62.8% |
Steve Alexandrowski GEM Asset Management LLC | 2,828 | $489,076.84 | $716,615.2 | $227,538.36 | 46.52% |
Joshua A. Kennon Kennon-Green & Company LLC | 9,797 | $1.73M | $2.54M | $808,868.87 | 46.78% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,986 | $758,354 | $756,294.08 | -$2,059.92 | -0.27% |
| DW Donald Windle Windle Wealth LLC | 45,541 | $7.76M | $11.76M | $4M | 51.63% |
Matthew C. Jessup Jessup Wealth Management Inc. | 7,619 | $1.2M | $1.93M | $737,160.18 | 61.62% |
Crystal McKeon TSA Wealth Managment LLC | 1,511 | $372,417.41 | $382,887.4 | $10,469.99 | 2.81% |
Jonathan Seed Seed Wealth Management Inc. | 1,493 | $257,640.25 | $378,191.83 | $120,551.58 | 46.79% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,749 | $292,442.7 | $444,088.59 | $151,645.89 | 51.85% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,595 | $319,501.11 | $404,986.45 | $85,485.34 | 26.76% |
Dean Pelos Commonwealth Retirement Investments LLC | 51,914 | $9.6M | $13.18M | $3.58M | 37.3% |
Andy Peters Goldstein Advisors LLC | 4,538 | $849,254.35 | $1.15M | $300,130.29 | 35.34% |
Robin Sherwood HTG Investment Advisors Inc. | 1,261 | $216,912.55 | $319,335.64 | $102,423.09 | 47.22% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 5,362 | $907,626.88 | $1.33M | $425,419.94 | 46.87% |