| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 682 | $340,768 | $390,854.18 | $50,086.18 | 14.7% |
| BP Brett Pohl Kingdom Financial Group LLC | 28 | $14,003.84 | $15,757 | $1,753.16 | 12.52% |
Stephen Smith Kestra Investment Management LLC | 3,374 | $1.82M | $1.93M | $107,561.1 | 5.91% |
Sue Oleari Trifecta Capital Advisors LLC | 43 | $21,613.13 | $24,643.3 | $3,030.17 | 14.02% |
Amy Hart Phillips Wealth Planners LLC | 826 | $305,850.65 | $464,831.5 | $158,980.85 | 51.98% |
Scott Register Register Financial Advisors LLC | 505 | $283,731.08 | $289,415.49 | $5,684.41 | 2% |
Bree Pate Olisti Co. Wealth LLC | 404 | $178,518.4 | $231,532.39 | $53,013.99 | 29.7% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,667 | $3.14M | $3.82M | $678,678.33 | 21.6% |
Joseph Gentili Riverview Capital Advisers LLC | 744 | $422,711.52 | $426,386.38 | $3,674.86 | 0.87% |
Timothy J. Videnka Forza Wealth Management LLC | 2,078 | $818,047.99 | $1.19M | $372,853.76 | 45.58% |
Amy Ardeel Icon Wealth Advisors LLC | 7,625 | $4.03M | $4.35M | $329,081.28 | 8.17% |
John J. Edwards Breed's Hi LLCapital LLC | 1,655 | $814,970.06 | $948,480.46 | $133,510.4 | 16.38% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2 | $999.32 | $1,142.2 | $142.88 | 14.3% |
Louis Chang Gavilan Investment Partners LLC | 49,500 | $18.81M | $28.37M | $9.56M | 50.85% |
Crystal McKeon TSA Wealth Managment LLC | 477 | $264,572.17 | $273,368.69 | $8,796.52 | 3.32% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 728 | $296,743.97 | $417,216.78 | $120,472.81 | 40.6% |
Ashley Goggins Hidden Cove Wealth Management LLC | 632 | $335,960.19 | $362,199.18 | $26,238.99 | 7.81% |
Dean Pelos Commonwealth Retirement Investments LLC | 7,885 | $3.98M | $4.52M | $539,283.57 | 13.55% |
Andy Peters Goldstein Advisors LLC | 842 | $326,528.04 | $482,550.18 | $156,022.14 | 47.78% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 493 | $210,752.98 | $281,552.29 | $70,799.31 | 33.59% |