| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 4,092 | $643,527.58 | $604,020.12 | -$39,507.46 | -6.14% |
Marc White Clarendon Private LLC | 3,952 | $613,540.68 | $583,354.72 | -$30,185.96 | -4.92% |
Sheryl Stephens Stephens Consulting LLC | 89 | $16,130.37 | $13,137.29 | -$2,993.08 | -18.56% |
Cornell P. Abod Beacon Investment Advisors LLC | 8,572 | $1.7M | $1.27M | -$438,777.66 | -25.75% |
Dennis Wallace Fortune Financial Advisors LLC | 1,947 | $250,844.77 | $287,396.67 | $36,551.9 | 14.57% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 6,609 | $763,569.31 | $975,554.49 | $211,985.18 | 27.76% |
Lucas Mosher SP Asset Management LLC | 90,309 | $10.08M | $13.33M | $3.25M | 32.26% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 4,479 | $576,806 | $661,145.19 | $84,339.19 | 14.62% |
| BP Brett Pohl Kingdom Financial Group LLC | 397 | $72,350.06 | $66,644.39 | -$5,705.67 | -7.89% |
Stephen Smith Kestra Investment Management LLC | 30,602 | $3.94M | $4.82M | $879,790.68 | 22.32% |
Sue Oleari Trifecta Capital Advisors LLC | 43 | $6,606 | $6,347.23 | -$258.77 | -3.92% |
Amy Hart Phillips Wealth Planners LLC | 1,792 | $250,119.54 | $300,823.04 | $50,703.5 | 20.27% |
Scott Register Register Financial Advisors LLC | 2,709 | $342,996.88 | $399,875.49 | $56,878.61 | 16.58% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 22,935 | $3.9M | $3.39M | -$518,028.83 | -13.27% |
Timothy J. Videnka Forza Wealth Management LLC | 3,646 | $431,411.35 | $538,186.06 | $106,774.71 | 24.75% |
Amy Ardeel Icon Wealth Advisors LLC | 5,980 | $1.01M | $942,029.4 | -$71,563.92 | -7.06% |
John J. Edwards Breed's Hi LLCapital LLC | 1,280 | $203,926 | $188,940.8 | -$14,985.2 | -7.35% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 36,536 | $6.75M | $5.76M | -$995,819.81 | -14.75% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,608 | $247,622.19 | $237,356.88 | -$10,265.31 | -4.15% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 4,424 | $486,970.98 | $653,026.64 | $166,055.66 | 34.1% |