| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 23,371 | $13.81M | $13.01M | -$796,628.13 | -5.77% |
Amy Hart Phillips Wealth Planners LLC | 1,615 | $916,653.04 | $955,781.22 | $39,128.18 | 4.27% |
Scott Register Register Financial Advisors LLC | 1,469 | $612,330.22 | $817,807.02 | $205,476.8 | 33.56% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,205 | $404,411.1 | $710,769.23 | $306,358.13 | 75.75% |
Bree Pate Olisti Co. Wealth LLC | 2,064 | $752,653.35 | $1.15M | $396,396.13 | 52.67% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 30,143 | $13.17M | $17.93M | $4.76M | 36.17% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 8,546 | $3.95M | $4.76M | $810,803.56 | 20.54% |
Joseph Gentili Riverview Capital Advisers LLC | 1,572 | $802,990.14 | $935,292.84 | $132,302.7 | 16.48% |
Timothy J. Videnka Forza Wealth Management LLC | 362 | $209,888.34 | $201,529.03 | -$8,359.31 | -3.98% |
Kevin Gray Lodestar Private Asset Management LLC | 2,080 | $513,907.42 | $1.16M | $644,049.42 | 125.32% |
| PL Phong Liao Forge First Asset Management Inc. | 8,786 | $5.87M | $4.89M | -$980,620.65 | -16.7% |
Amy Ardeel Icon Wealth Advisors LLC | 9,393 | $6.11M | $5.52M | -$585,148.25 | -9.58% |
John J. Edwards Breed's Hi LLCapital LLC | 1,212 | $709,797.08 | $674,732.54 | -$35,064.54 | -4.94% |
Steve Alexandrowski GEM Asset Management LLC | 516 | $355,756.33 | $287,262.37 | -$68,493.96 | -19.25% |
Joshua A. Kennon Kennon-Green & Company LLC | 13,876 | $2.02M | $8.24M | $6.22M | 307.26% |
Louis Chang Gavilan Investment Partners LLC | 64,500 | $13.46M | $38.38M | $24.92M | 185.15% |
Crystal McKeon TSA Wealth Managment LLC | 1,495 | $880,685.04 | $832,281.48 | -$48,403.56 | -5.5% |
Jonathan Seed Seed Wealth Management Inc. | 429 | $232,982.72 | $238,828.6 | $5,845.88 | 2.51% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,723 | $1.39M | $1.52M | $124,554.04 | 8.95% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,388 | $845,526.66 | $772,713.51 | -$72,813.15 | -8.61% |