| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 1,311 | $1.08M | $1.65M | $570,615.63 | 52.87% |
Sheryl Stephens Stephens Consulting LLC | 55 | $52,180.12 | $69,213.93 | $17,033.81 | 32.64% |
Dennis Wallace Fortune Financial Advisors LLC | 1,744 | $1.78M | $2.21M | $435,239.79 | 24.52% |
| JS Jeffrey Starkey Kooman & Associates | 386 | $206,224.09 | $490,909.02 | $284,684.93 | 138.05% |
| BG Becki Goebel TCP Asset Management LLC | 544 | $494,139.77 | $686,876.16 | $192,736.39 | 39% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 384 | $203,538.12 | $486,564.48 | $283,026.36 | 139.05% |
Lucas Mosher SP Asset Management LLC | 2,785 | $1.16M | $3.52M | $2.36M | 203.1% |
| BP Brett Pohl Kingdom Financial Group LLC | 22 | $20,206.52 | $27,605.27 | $7,398.75 | 36.62% |
Stephen Smith Kestra Investment Management LLC | 2,418 | $2.14M | $3.04M | $904,208.77 | 42.3% |
Sue Oleari Trifecta Capital Advisors LLC | 25,670 | $11.43M | $32.3M | $20.88M | 182.7% |
Amy Hart Phillips Wealth Planners LLC | 554 | $413,487.04 | $700,715.82 | $287,228.78 | 69.47% |
Scott Register Register Financial Advisors LLC | 1,219 | $750,227.46 | $1.54M | $788,113.97 | 105.05% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 897 | $325,019.76 | $1.13M | $802,625.85 | 246.95% |
Bree Pate Olisti Co. Wealth LLC | 2,388 | $1.49M | $3.01M | $1.53M | 102.66% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 11,461 | $8.46M | $14.41M | $5.95M | 70.34% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 7,178 | $3.26M | $9.06M | $5.8M | 177.97% |
Joseph Gentili Riverview Capital Advisers LLC | 504 | $388,915.54 | $638,202.6 | $249,287.06 | 64.1% |
Timothy J. Videnka Forza Wealth Management LLC | 2,323 | $817,316.11 | $2.96M | $2.14M | 261.96% |
Kevin Gray Lodestar Private Asset Management LLC | 881 | $548,130.12 | $1.11M | $564,255.72 | 102.94% |
Amy Ardeel Icon Wealth Advisors LLC | 9,178 | $8.18M | $11.59M | $3.4M | 41.56% |