| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,275 | $438,740.95 | $555,543.62 | $116,802.67 | 26.62% |
Holly Skipper Verum Partners LLC | 2,320 | $669,492.22 | $566,126.4 | -$103,365.82 | -15.44% |
Belena Vincetti Fortis Capital Advisors LLC | 6,689 | $1.81M | $1.62M | -$183,841.74 | -10.17% |
Patrick D. Hayes Canopy Partners LLC | 2,727 | $801,610.02 | $663,179.13 | -$138,430.89 | -17.27% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 4,260 | $1.15M | $1.04M | -$114,977.8 | -9.98% |
Marc White Clarendon Private LLC | 2,092 | $608,064.15 | $507,310 | -$100,754.15 | -16.57% |
Sheryl Stephens Stephens Consulting LLC | 351 | $91,813.24 | $85,110.48 | -$6,702.76 | -7.3% |
Dennis Wallace Fortune Financial Advisors LLC | 3,445 | $1.02M | $837,858.45 | -$182,341.06 | -17.87% |
Nelson J. Lam LAM GROUP Inc. | 27 | $8,391 | $6,617.29 | -$1,773.71 | -21.14% |
| BP Brett Pohl Kingdom Financial Group LLC | 15 | $4,695.8 | $3,641.1 | -$1,054.7 | -22.46% |
Sue Oleari Trifecta Capital Advisors LLC | 472 | $133,284.17 | $114,438.76 | -$18,845.41 | -14.14% |
Amy Hart Phillips Wealth Planners LLC | 4,578 | $1.26M | $1.12M | -$148,278.68 | -11.73% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,617 | $438,212.94 | $391,346.34 | -$46,866.6 | -10.69% |
Bree Pate Olisti Co. Wealth LLC | 4,694 | $1.3M | $1.14M | -$154,679.37 | -11.94% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,349 | $2.89M | $2.51M | -$384,011.25 | -13.27% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 2,304 | $615,500.83 | $560,643.84 | -$54,856.99 | -8.91% |
Timothy J. Videnka Forza Wealth Management LLC | 3,672 | $978,984.73 | $895,839.48 | -$83,145.25 | -8.49% |
Kevin Gray Lodestar Private Asset Management LLC | 1,956 | $526,995.07 | $475,963.26 | -$51,031.81 | -9.68% |
Amy Ardeel Icon Wealth Advisors LLC | 12,304 | $3.58M | $2.99M | -$590,047.58 | -16.5% |
John J. Edwards Breed's Hi LLCapital LLC | 766 | $222,092 | $187,735.11 | -$34,356.89 | -15.47% |