| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 12,936 | $919,760.6 | $1.03M | $112,984.96 | 12.28% |
Marc White Clarendon Private LLC | 9,855 | $713,395.4 | $778,150.8 | $64,755.4 | 9.08% |
Sheryl Stephens Stephens Consulting LLC | 124 | $9,707.58 | $9,882.8 | $175.22 | 1.8% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 2,490 | $231,148.48 | $196,685.1 | -$34,463.38 | -14.91% |
| BP Brett Pohl Kingdom Financial Group LLC | 882 | $71,968.4 | $70,445.34 | -$1,523.06 | -2.12% |
Stephen Smith Kestra Investment Management LLC | 11,171 | $895,229.35 | $889,937.71 | -$5,291.64 | -0.59% |
Sue Oleari Trifecta Capital Advisors LLC | 1,770 | $126,613.3 | $141,024.75 | $14,411.45 | 11.38% |
Amy Hart Phillips Wealth Planners LLC | 7,111 | $540,255.16 | $567,742.24 | $27,487.08 | 5.09% |
Scott Register Register Financial Advisors LLC | 12,754 | $895,849.55 | $1.02M | $122,174.73 | 13.64% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 12,237 | $1.01M | $965,132.19 | -$47,303.98 | -4.67% |
Bree Pate Olisti Co. Wealth LLC | 2,492 | $200,978.21 | $199,036.04 | -$1,942.17 | -0.97% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 23,953 | $1.81M | $1.91M | $102,911.38 | 5.7% |
Timothy J. Videnka Forza Wealth Management LLC | 2,599 | $241,395 | $207,686.09 | -$33,708.91 | -13.96% |
Amy Ardeel Icon Wealth Advisors LLC | 37,032 | $2.69M | $2.96M | $263,177.09 | 9.77% |
John J. Edwards Breed's Hi LLCapital LLC | 3,008 | $215,500.86 | $240,609.92 | $25,109.06 | 11.65% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7,669 | $673,230.52 | $605,544.24 | -$67,686.28 | -10.05% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 4,030 | $294,069.32 | $322,561.2 | $28,491.88 | 9.69% |
Dean Pelos Commonwealth Retirement Investments LLC | 508 | $44,587 | $40,566.34 | -$4,020.66 | -9.02% |
| LQ Louise Quant Trium Capital LLP | 4,827 | $423,665.79 | $385,194.6 | -$38,471.19 | -9.08% |
Robin Sherwood HTG Investment Advisors Inc. | 2,283 | $212,083 | $180,322.75 | -$31,760.25 | -14.98% |