| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 4,878 | $2.86M | $3.59M | $737,807.45 | 25.83% |
Sheryl Stephens Stephens Consulting LLC | 153 | $99,805.11 | $108,726.39 | $8,921.28 | 8.94% |
Dennis Wallace Fortune Financial Advisors LLC | 4,758 | $2.19M | $3.43M | $1.24M | 56.53% |
| JS Jeffrey Starkey Kooman & Associates | 419 | $221,182.67 | $307,043.2 | $85,860.53 | 38.82% |
| BG Becki Goebel TCP Asset Management LLC | 754 | $425,218.09 | $543,611.38 | $118,393.29 | 27.84% |
Nelson J. Lam LAM GROUP Inc. | 958 | $415,018.64 | $697,711.4 | $282,692.76 | 68.12% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 606 | $370,950.98 | $429,850.95 | $58,899.97 | 15.88% |
Lucas Mosher SP Asset Management LLC | 340,350 | $41.49M | $247.88M | $206.39M | 497.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 252 | $144,088.57 | $177,561.72 | $33,473.15 | 23.23% |
Stephen Smith Kestra Investment Management LLC | 14,019 | $7.72M | $9.96M | $2.24M | 29.03% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 4,281 | $2.09M | $3.08M | $994,347.35 | 47.62% |
Sue Oleari Trifecta Capital Advisors LLC | 24,284 | $14.32M | $17.25M | $2.93M | 20.47% |
Amy Hart Phillips Wealth Planners LLC | 1,615 | $916,653.04 | $1.16M | $246,534.56 | 26.9% |
Scott Register Register Financial Advisors LLC | 1,469 | $612,330.22 | $1.05M | $439,165.29 | 71.72% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,205 | $404,411.1 | $889,940.7 | $485,529.6 | 120.06% |
Bree Pate Olisti Co. Wealth LLC | 2,071 | $757,729.61 | $1.49M | $727,488.04 | 96.01% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 30,143 | $13.17M | $21.37M | $8.2M | 62.26% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 8,546 | $3.95M | $6.16M | $2.21M | 56.11% |
Joseph Gentili Riverview Capital Advisers LLC | 1,572 | $802,990.14 | $1.16M | $359,849.7 | 44.81% |
Timothy J. Videnka Forza Wealth Management LLC | 362 | $209,888.34 | $261,002 | $51,113.66 | 24.35% |