| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 97 | $59,838.53 | $68,782.7 | $8,944.17 | 14.95% |
Sue Oleari Trifecta Capital Advisors LLC | 18,311 | $8.23M | $12.57M | $4.34M | 52.72% |
Bree Pate Olisti Co. Wealth LLC | 20 | $12,066 | $13,726.4 | $1,660.4 | 13.76% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,776 | $5.56M | $6.96M | $1.4M | 25.14% |
Timothy J. Videnka Forza Wealth Management LLC | 1,876 | $859,977.42 | $1.29M | $427,558.92 | 49.72% |
Kevin Gray Lodestar Private Asset Management LLC | 11,608 | $5.4M | $7.97M | $2.57M | 47.62% |
Steve Alexandrowski GEM Asset Management LLC | 1,741 | $790,060.91 | $1.19M | $404,822.23 | 51.24% |
Robin Sherwood HTG Investment Advisors Inc. | 940 | $579,754 | $659,588.6 | $79,834.6 | 13.77% |
Jeffrey Hanson Breakwater Capital Group | 7,297 | $3.52M | $5.01M | $1.48M | 42.08% |
Salvatore Cocivera Cora Capital Advisors LLC | 318 | $223,662 | $218,249.76 | -$5,412.24 | -2.42% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,189 | $618,517.63 | $816,034.49 | $197,516.86 | 31.93% |
Justin Halverson Great Waters Wealth Management | 348 | $207,603 | $238,839.36 | $31,236.36 | 15.05% |
| THL Team Hewins LLC Team Hewins LLC | 373 | $230,618 | $255,997.36 | $25,379.36 | 11% |
David Bach River Street Advisors LLC | 1,098 | $576,348.6 | $753,579.37 | $177,230.77 | 30.75% |
Moises Valladares Insigneo Advisory Services LLC | 2,293 | $1.26M | $1.64M | $387,916.7 | 30.89% |
John Canning Mi LLCreek Capital Advisors LLC | 13,787 | $7.13M | $9.46M | $2.33M | 32.66% |
Scott Paschal Financial Partners Group LLC | 1,857 | $1.03M | $1.27M | $244,495.04 | 23.74% |
Brendan G. Moody Watershed Private Wealth LLC | 699 | $354,658.34 | $479,737.69 | $125,079.35 | 35.27% |
| KLM Kate L. Miller STAR Financial Bank | 1,157 | $512,307.82 | $820,428.67 | $308,120.85 | 60.14% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,315 | $728,089.79 | $929,678.7 | $201,588.91 | 27.69% |