| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lucas Mosher SP Asset Management LLC | 105,003 | $8.68M | $13.64M | $4.96M | 57.2% |
| BP Brett Pohl Kingdom Financial Group LLC | 105 | $15,450.95 | $15,428.7 | -$22.25 | -0.14% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 32,353 | $4.6M | $4.2M | -$400,577.49 | -8.7% |
Stephen Smith Kestra Investment Management LLC | 9,371 | $1.39M | $1.36M | -$34,453.05 | -2.48% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,421 | $310,554.72 | $184,545.27 | -$126,009.45 | -40.58% |
Sue Oleari Trifecta Capital Advisors LLC | 33,197 | $5.34M | $4.31M | -$1.03M | -19.34% |
Amy Hart Phillips Wealth Planners LLC | 3,849 | $527,281.46 | $565,572.06 | $38,290.6 | 7.26% |
Scott Register Register Financial Advisors LLC | 5,541 | $603,502.35 | $719,609.67 | $116,107.32 | 19.24% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 3,050 | $382,179.97 | $459,086 | $76,906.03 | 20.12% |
Bree Pate Olisti Co. Wealth LLC | 1,229 | $230,502.61 | $159,610.23 | -$70,892.38 | -30.76% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 36,716 | $6.85M | $5.63M | -$1.22M | -17.87% |
Joseph Gentili Riverview Capital Advisers LLC | 2,966 | $746,125.52 | $454,628.48 | -$291,497.04 | -39.07% |
Timothy J. Videnka Forza Wealth Management LLC | 2,364 | $370,256.4 | $307,012.68 | -$63,243.72 | -17.08% |
Kevin Gray Lodestar Private Asset Management LLC | 4,825 | $505,091.86 | $626,622.75 | $121,530.89 | 24.06% |
Amy Ardeel Icon Wealth Advisors LLC | 20,716 | $3.27M | $3M | -$268,402.63 | -8.22% |
John J. Edwards Breed's Hi LLCapital LLC | 6,163 | $773,997.25 | $800,388.81 | $26,391.56 | 3.41% |
Steve Alexandrowski GEM Asset Management LLC | 1,992 | $173,488.39 | $258,701.04 | $85,212.65 | 49.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 95,749 | $14.03M | $13.86M | -$174,741.98 | -1.25% |
Matthew Keyes Heritage Wealth Partners LLC | 2,652 | $415,041.01 | $344,415.24 | -$70,625.77 | -17.02% |
Andy Peters Goldstein Advisors LLC | 3,281 | $573,170.96 | $426,103.47 | -$147,067.49 | -25.66% |