| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,649 | $798,661.61 | $910,396.41 | $111,734.8 | 13.99% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,044 | $505,095 | $573,510.96 | $68,415.96 | 13.55% |
Stephen Smith Kestra Investment Management LLC | 2,276 | $1.2M | $1.24M | $46,494.3 | 3.88% |
Sue Oleari Trifecta Capital Advisors LLC | 11,274 | $5.34M | $6.15M | $811,188.55 | 15.18% |
Amy Hart Phillips Wealth Planners LLC | 493 | $251,163.78 | $268,342.36 | $17,178.58 | 6.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 603 | $291,975.07 | $321,296.49 | $29,321.42 | 10.04% |
Bree Pate Olisti Co. Wealth LLC | 1,349 | $627,751.13 | $734,948.69 | $107,197.56 | 17.08% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 8,020 | $3.82M | $4.39M | $563,652.5 | 14.75% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,390 | $709,656.53 | $756,034.9 | $46,378.37 | 6.54% |
Timothy J. Videnka Forza Wealth Management LLC | 1,590 | $750,776.35 | $866,168.4 | $115,392.05 | 15.37% |
Amy Ardeel Icon Wealth Advisors LLC | 664 | $388,147.84 | $362,218.64 | -$25,929.2 | -6.68% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 15 | $9,065.85 | $7,989.6 | -$1,076.25 | -11.87% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,129 | $596,225.63 | $615,180.81 | $18,955.18 | 3.18% |
Dean Pelos Commonwealth Retirement Investments LLC | 14,755 | $7.15M | $8.05M | $894,106.91 | 12.5% |
Andy Peters Goldstein Advisors LLC | 454 | $215,822.51 | $241,818.56 | $25,996.05 | 12.05% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 659 | $384,527.67 | $359,010.02 | -$25,517.65 | -6.64% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 455 | $274,997.45 | $248,525.55 | -$26,471.9 | -9.63% |
Bepin Serraj Richard W. Paul & Associates LLC | 6 | $2,901.26 | $3,273.03 | $371.77 | 12.81% |
Jeffrey Hanson Breakwater Capital Group | 988 | $502,492.47 | $539,131.84 | $36,639.37 | 7.29% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 679 | $247,130.47 | $361,828.91 | $114,698.44 | 46.41% |