| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 95 | $10,018.75 | $19,351.5 | $9,332.75 | 93.15% |
Patrick D. Hayes Canopy Partners LLC | 1,675 | $268,997.5 | $341,465.5 | $72,468 | 26.94% |
Sheryl Stephens Stephens Consulting LLC | 1,077 | $105,351.43 | $219,826.47 | $114,475.04 | 108.66% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,620 | $257,290.88 | $331,209 | $73,918.12 | 28.73% |
Dennis Wallace Fortune Financial Advisors LLC | 17,555 | $2.06M | $3.59M | $1.53M | 74.55% |
Lucas Mosher SP Asset Management LLC | 71,068 | $7.46M | $14.48M | $7.02M | 94.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 397 | $68,906.16 | $81,349.27 | $12,443.11 | 18.06% |
Stephen Smith Kestra Investment Management LLC | 27,270 | $4.35M | $5.57M | $1.22M | 28.03% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,119 | $202,438 | $229,579.63 | $27,141.63 | 13.41% |
Sue Oleari Trifecta Capital Advisors LLC | 6 | $1,086 | $1,224.66 | $138.66 | 12.77% |
Amy Hart Phillips Wealth Planners LLC | 7,364 | $987,311.08 | $1.51M | $519,657.88 | 52.63% |
Scott Register Register Financial Advisors LLC | 3,688 | $442,592.84 | $753,679.68 | $311,086.84 | 70.29% |
Bree Pate Olisti Co. Wealth LLC | 461 | $73,911.38 | $94,018.64 | $20,107.26 | 27.2% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 17,948 | $2.36M | $3.66M | $1.3M | 55.08% |
Timothy J. Videnka Forza Wealth Management LLC | 1,619 | $196,546.98 | $332,154.04 | $135,607.06 | 68.99% |
Kevin Gray Lodestar Private Asset Management LLC | 1,174 | $212,388 | $239,824.72 | $27,436.72 | 12.92% |
Amy Ardeel Icon Wealth Advisors LLC | 31,526 | $4.96M | $6.44M | $1.49M | 29.99% |
Joshua A. Kennon Kennon-Green & Company LLC | 44,102 | $4.46M | $9.04M | $4.57M | 102.47% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 161 | $29,127 | $32,183.9 | $3,056.9 | 10.5% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,534 | $415,025.79 | $513,249.03 | $98,223.24 | 23.67% |