| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| QS Quentin Stoker Gallacher Capital Management LLC | 3,516 | $495,580.5 | $432,678.95 | -$62,901.55 | -12.69% |
Patrick D. Hayes Canopy Partners LLC | 2,607 | $397,837.44 | $320,817.41 | -$77,020.03 | -19.36% |
Sheryl Stephens Stephens Consulting LLC | 15 | $2,667 | $1,845.9 | -$821.1 | -30.79% |
Nelson J. Lam LAM GROUP Inc. | 397 | $46,318 | $48,854.82 | $2,536.82 | 5.48% |
Lucas Mosher SP Asset Management LLC | 1,650 | $224,928 | $203,049 | -$21,879 | -9.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,124 | $502,798.88 | $537,328 | $34,529.12 | 6.87% |
Stephen Smith Kestra Investment Management LLC | 6,983 | $1.21M | $1.11M | -$99,379.54 | -8.24% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,644 | $734,232.09 | $694,550.63 | -$39,681.46 | -5.4% |
Sue Oleari Trifecta Capital Advisors LLC | 68,691 | $2.12M | $8.45M | $6.33M | 298.68% |
Bree Pate Olisti Co. Wealth LLC | 9,107 | $867,250.57 | $1.12M | $253,456.83 | 29.23% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 49,843 | $4.32M | $6.13M | $1.82M | 42.1% |
Amy Ardeel Icon Wealth Advisors LLC | 5,945 | $592,583.1 | $941,866.35 | $349,283.25 | 58.94% |
Matthew C. Jessup Jessup Wealth Management Inc. | 2,621 | $204,372.85 | $322,540.25 | $118,167.4 | 57.82% |
Crystal McKeon TSA Wealth Managment LLC | 1,842 | $313,569.26 | $226,676.52 | -$86,892.74 | -27.71% |
Jonathan Seed Seed Wealth Management Inc. | 4,200 | $387,176.68 | $516,851.99 | $129,675.31 | 33.49% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 5,841 | $834,572.51 | $718,793.45 | -$115,779.06 | -13.87% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 22,445 | $369,699.3 | $2.76M | $2.39M | 647.12% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 8,056 | $1.18M | $991,371.34 | -$187,040.13 | -15.87% |
Michael R. Panico Arcadia Wealth Management LLC | 3,788 | $441,998 | $466,151.27 | $24,153.27 | 5.46% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,779 | $398,884.97 | $341,983.73 | -$56,901.24 | -14.27% |