| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,546 | $597,600.57 | $955,397.08 | $357,796.51 | 59.87% |
Lucas Mosher SP Asset Management LLC | 2,258 | $897,214.06 | $1.36M | $464,901.86 | 51.82% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 699 | $349,499.19 | $431,968.02 | $82,468.83 | 23.6% |
| BP Brett Pohl Kingdom Financial Group LLC | 28 | $14,003.84 | $17,169.6 | $3,165.76 | 22.61% |
Stephen Smith Kestra Investment Management LLC | 3,374 | $1.82M | $2.04M | $216,001.51 | 11.87% |
Sue Oleari Trifecta Capital Advisors LLC | 53 | $26,749.17 | $31,971.72 | $5,222.55 | 19.52% |
Amy Hart Phillips Wealth Planners LLC | 826 | $305,850.65 | $499,564.79 | $193,714.14 | 63.34% |
Scott Register Register Financial Advisors LLC | 505 | $283,731.08 | $304,636.19 | $20,905.11 | 7.37% |
Bree Pate Olisti Co. Wealth LLC | 304 | $134,402.4 | $183,384.96 | $48,982.56 | 36.44% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,601 | $3.62M | $4.59M | $963,345.5 | 26.6% |
Joseph Gentili Riverview Capital Advisers LLC | 722 | $410,197.69 | $445,986.62 | $35,788.93 | 8.72% |
Timothy J. Videnka Forza Wealth Management LLC | 2,078 | $818,047.99 | $1.26M | $438,726.39 | 53.63% |
Amy Ardeel Icon Wealth Advisors LLC | 7,625 | $4.03M | $4.6M | $574,148.88 | 14.26% |
John J. Edwards Breed's Hi LLCapital LLC | 1,655 | $814,970.06 | $998,362.18 | $183,392.12 | 22.5% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2 | $999.32 | $1,232.64 | $233.32 | 23.35% |
Louis Chang Gavilan Investment Partners LLC | 53,500 | $20.86M | $32.84M | $11.98M | 57.42% |
Crystal McKeon TSA Wealth Managment LLC | 488 | $270,221.78 | $300,764.16 | $30,542.38 | 11.3% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 728 | $296,743.97 | $439,158.72 | $142,414.75 | 47.99% |
Ashley Goggins Hidden Cove Wealth Management LLC | 632 | $335,960.19 | $381,247.68 | $45,287.49 | 13.48% |
Dean Pelos Commonwealth Retirement Investments LLC | 8,379 | $4.23M | $5.05M | $821,209.44 | 19.4% |