| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 140 | $17,142.17 | $9,879.8 | -$7,262.37 | -42.37% |
Cornell P. Abod Beacon Investment Advisors LLC | 30,715 | $2.35M | $2.17M | -$183,513.95 | -7.81% |
| JS Jeffrey Starkey Kooman & Associates | 4,432 | $222,665.74 | $322,472.32 | $99,806.58 | 44.82% |
Nelson J. Lam LAM GROUP Inc. | 1,530 | $147,110 | $107,972.1 | -$39,137.9 | -26.6% |
Lucas Mosher SP Asset Management LLC | 35,787 | $1.58M | $2.53M | $949,042.31 | 60.2% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,662 | $543,237.79 | $411,910.5 | -$131,327.29 | -24.17% |
| BP Brett Pohl Kingdom Financial Group LLC | 355 | $38,145.73 | $25,774.77 | -$12,370.96 | -32.43% |
Stephen Smith Kestra Investment Management LLC | 19,512 | $1.83M | $1.38M | -$453,471.14 | -24.77% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 3,009 | $191,309.17 | $212,345.13 | $21,035.96 | 11% |
Sue Oleari Trifecta Capital Advisors LLC | 58,922 | $7.66M | $4.16M | -$3.5M | -45.72% |
Scott Register Register Financial Advisors LLC | 16,026 | $1.28M | $1.13M | -$151,256.69 | -11.8% |
Bree Pate Olisti Co. Wealth LLC | 6,117 | $576,138.87 | $431,676.69 | -$144,462.18 | -25.07% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 48,085 | $2.63M | $3.39M | $758,424.94 | 28.78% |
Joseph Gentili Riverview Capital Advisers LLC | 16,635 | $1.08M | $1.21M | $132,262.08 | 12.25% |
Kevin Gray Lodestar Private Asset Management LLC | 6,020 | $177,848.64 | $424,831.4 | $246,982.76 | 138.87% |
Amy Ardeel Icon Wealth Advisors LLC | 28,560 | $2.45M | $2.02M | -$438,283.32 | -17.86% |
John J. Edwards Breed's Hi LLCapital LLC | 5,630 | $506,521.92 | $397,309.1 | -$109,212.82 | -21.56% |
Joshua A. Kennon Kennon-Green & Company LLC | 3,444 | $245,101.26 | $249,776.1 | $4,674.84 | 1.91% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 119 | $8,497 | $8,640.59 | $143.59 | 1.69% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 7,362 | $233,729 | $534,002.67 | $300,273.67 | 128.47% |