| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 5,447 | $481,215.59 | $837,149.43 | $355,933.84 | 73.97% |
Amy Ardeel Icon Wealth Advisors LLC | 2,643 | $293,778.02 | $410,603.26 | $116,825.24 | 39.77% |
Joshua A. Kennon Kennon-Green & Company LLC | 7,412 | $636,611.9 | $1.16M | $522,328.42 | 82.05% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,799 | $281,939 | $276,497.3 | -$5,441.7 | -1.93% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,931 | $215,268 | $291,812.72 | $76,544.72 | 35.56% |
Kyle Kelley Family Capital Management Inc. | 3,309 | $481,747.38 | $509,188.92 | $27,441.54 | 5.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 83 | $8,314.74 | $12,542.96 | $4,228.22 | 50.85% |
Darren Tapley New England Capital Financial Advisors LLC | 91 | $11,012 | $14,135.03 | $3,123.03 | 28.36% |
Moises Valladares Insigneo Advisory Services LLC | 6,217 | $685,881.4 | $955,273.13 | $269,391.73 | 39.28% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,812 | $559,975 | $573,286.68 | $13,311.68 | 2.38% |
Brendan G. Moody Watershed Private Wealth LLC | 2,509 | $279,702.98 | $385,545.48 | $105,842.5 | 37.84% |
Jeffrey Rosenthal Viawealth LLC | 2,276 | $207,780.46 | $352,939.32 | $145,158.86 | 69.86% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 12,097 | $1.62M | $1.86M | $238,237.47 | 14.69% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,596 | $247,892.04 | $404,031.06 | $156,139.02 | 62.99% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,219 | $212,132.22 | $345,187.64 | $133,055.42 | 62.72% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 36 | $5,499 | $5,618.16 | $119.16 | 2.17% |
Paul B. Ordonio Park Place Capital Corp. | 187 | $18,139.93 | $28,745.64 | $10,605.71 | 58.47% |
David D. Jones Applied Finance Capital Management LLC | 6,260 | $641,453.29 | $975,808.8 | $334,355.51 | 52.12% |
Kevin Kroskey True Wealth Design LLC | 591 | $81,377.94 | $90,807.15 | $9,429.21 | 11.59% |
Jill Batley Gateway Wealth Partners LLC | 1,608 | $245,599.71 | $250,027.92 | $4,428.21 | 1.8% |