| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 2,529 | $358,193.72 | $839,198.04 | $481,004.32 | 134.29% |
Belena Vincetti Fortis Capital Advisors LLC | 1,883 | $642,141 | $624,835.87 | -$17,305.13 | -2.69% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,290 | $257,343.93 | $428,060.69 | $170,716.76 | 66.34% |
Patrick D. Hayes Canopy Partners LLC | 2,711 | $539,565.82 | $899,591.1 | $360,025.28 | 66.72% |
Marc White Clarendon Private LLC | 3,376 | $823,600.56 | $1.12M | $296,657.49 | 36.02% |
Sheryl Stephens Stephens Consulting LLC | 8 | $1,474 | $2,654.64 | $1,180.64 | 80.1% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,290 | $342,602.63 | $886,252.9 | $543,650.27 | 158.68% |
Lucas Mosher SP Asset Management LLC | 13,031 | $2.65M | $4.32M | $1.67M | 62.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 121 | $22,915.07 | $44,017.38 | $21,102.31 | 92.09% |
Stephen Smith Kestra Investment Management LLC | 1,566 | $534,037 | $576,381.96 | $42,344.96 | 7.93% |
Sue Oleari Trifecta Capital Advisors LLC | 70,536 | $7.72M | $23.41M | $15.68M | 203.12% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,592 | $542,903.82 | $611,757.82 | $68,854 | 12.68% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 29,809 | $3.97M | $11.54M | $7.57M | 190.8% |
Timothy J. Videnka Forza Wealth Management LLC | 4,651 | $745,648 | $1.54M | $797,693.28 | 106.98% |
Kevin Gray Lodestar Private Asset Management LLC | 2,068 | $314,482.79 | $686,224.42 | $371,741.63 | 118.21% |
| PL Phong Liao Forge First Asset Management Inc. | 16,500 | $3.03M | $5.48M | $2.45M | 80.87% |
Amy Ardeel Icon Wealth Advisors LLC | 3,576 | $1.22M | $1.32M | $96,695.08 | 7.93% |
John J. Edwards Breed's Hi LLCapital LLC | 1,148 | $234,897 | $380,940.83 | $146,043.83 | 62.17% |
| DW Donald Windle Windle Wealth LLC | 5,338 | $372,432.26 | $1.77M | $1.4M | 375.61% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,514 | $304,741.8 | $502,390.6 | $197,648.8 | 64.86% |