| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 7,475 | $974,544.01 | $1.36M | $386,653.56 | 39.68% |
Sheryl Stephens Stephens Consulting LLC | 162 | $21,163.02 | $29,233.71 | $8,070.69 | 38.14% |
| BG Becki Goebel TCP Asset Management LLC | 962 | $201,096 | $176,175.87 | -$24,920.13 | -12.39% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,307 | $874,439.96 | $960,779.28 | $86,339.32 | 9.87% |
| BP Brett Pohl Kingdom Financial Group LLC | 116 | $19,756.59 | $20,986.72 | $1,230.13 | 6.23% |
Stephen Smith Kestra Investment Management LLC | 25,022 | $5.17M | $4.52M | -$657,273.69 | -12.71% |
Sue Oleari Trifecta Capital Advisors LLC | 59,132 | $5.68M | $10.67M | $4.99M | 87.87% |
Amy Hart Phillips Wealth Planners LLC | 1,624 | $166,620.6 | $297,403.12 | $130,782.52 | 78.49% |
Scott Register Register Financial Advisors LLC | 4,934 | $463,763.19 | $892,609.94 | $428,846.75 | 92.47% |
Bree Pate Olisti Co. Wealth LLC | 154 | $27,340 | $27,963.32 | $623.32 | 2.28% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 39,951 | $4.75M | $7.2M | $2.46M | 51.71% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 20,156 | $2.26M | $3.69M | $1.43M | 63.3% |
Joseph Gentili Riverview Capital Advisers LLC | 979 | $204,650 | $177,022.78 | -$27,627.22 | -13.5% |
Amy Ardeel Icon Wealth Advisors LLC | 7,584 | $825,946.29 | $1.37M | $547,591.95 | 66.3% |
John J. Edwards Breed's Hi LLCapital LLC | 5,217 | $599,226.1 | $957,945.54 | $358,719.44 | 59.86% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,105 | $350,169.44 | $388,383.02 | $38,213.58 | 10.91% |
Dean Pelos Commonwealth Retirement Investments LLC | 35,181 | $7.35M | $6.37M | -$982,682.09 | -13.36% |
Andy Peters Goldstein Advisors LLC | 2,014 | $295,381.99 | $366,749.42 | $71,367.43 | 24.16% |
Robin Sherwood HTG Investment Advisors Inc. | 977 | $160,784.91 | $176,661.14 | $15,876.23 | 9.87% |
Jeffrey Hanson Breakwater Capital Group | 7,513 | $653,524.01 | $1.36M | $709,071.31 | 108.5% |