| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 476 | $221,644.64 | $236,635.21 | $14,990.57 | 6.76% |
Sue Oleari Trifecta Capital Advisors LLC | 156 | $70,446.92 | $77,541.36 | $7,094.44 | 10.07% |
Amy Hart Phillips Wealth Planners LLC | 1,329 | $636,340.68 | $664,493.35 | $28,152.67 | 4.42% |
Bree Pate Olisti Co. Wealth LLC | 1,000 | $425,251.92 | $498,635 | $73,383.08 | 17.26% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,264 | $1.42M | $1.62M | $201,419.67 | 14.16% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 4,641 | $1.9M | $2.32M | $419,220.86 | 22.09% |
Amy Ardeel Icon Wealth Advisors LLC | 4,767 | $2.26M | $2.37M | $109,797.04 | 4.85% |
John J. Edwards Breed's Hi LLCapital LLC | 581 | $244,855.48 | $290,119.27 | $45,263.79 | 18.49% |
Crystal McKeon TSA Wealth Managment LLC | 813 | $351,055.35 | $400,987.86 | $49,932.51 | 14.22% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,221 | $530,960.78 | $610,029.43 | $79,068.65 | 14.89% |
Dean Pelos Commonwealth Retirement Investments LLC | 11 | $5,708 | $5,480.22 | -$227.78 | -3.99% |
| LQ Louise Quant Trium Capital LLP | 4,066 | $1.79M | $2.01M | $218,848.77 | 12.21% |
Bepin Serraj Richard W. Paul & Associates LLC | 852 | $363,331.32 | $425,267.28 | $61,935.96 | 17.05% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 566 | $293,366.2 | $283,679.2 | -$9,687 | -3.3% |
Jeffrey Hanson Breakwater Capital Group | 973 | $454,278.86 | $484,933.47 | $30,654.61 | 6.75% |
Kyle Kelley Family Capital Management Inc. | 402 | $208,614 | $198,290.52 | -$10,323.48 | -4.95% |
Jesse Ellington Dover Advisors LLC | 2,238 | $853,329.88 | $1.12M | $267,572.42 | 31.36% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 6,731 | $2.44M | $3.32M | $879,235.92 | 35.97% |
Neil Christ Oak Hill Wealth Advisors LLC | 449 | $209,072 | $224,326.96 | $15,254.96 | 7.3% |
Moises Valladares Insigneo Advisory Services LLC | 1,744 | $823,435.58 | $867,875.44 | $44,439.86 | 5.4% |