| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornell P. Abod Beacon Investment Advisors LLC | 9,486 | $955,840.4 | $2.11M | $1.16M | 121.07% |
Dennis Wallace Fortune Financial Advisors LLC | 6,168 | $886,168.33 | $1.33M | $441,308.63 | 49.8% |
| JS Jeffrey Starkey Kooman & Associates | 1,864 | $187,127.29 | $401,170.08 | $214,042.79 | 114.38% |
| BP Brett Pohl Kingdom Financial Group LLC | 8,480 | $1.56M | $1.89M | $334,886.46 | 21.52% |
Stephen Smith Kestra Investment Management LLC | 4,338 | $574,476.41 | $964,424.16 | $389,947.75 | 67.88% |
Sue Oleari Trifecta Capital Advisors LLC | 535 | $73,014.75 | $115,142.7 | $42,127.95 | 57.7% |
Scott Register Register Financial Advisors LLC | 15,334 | $1.44M | $3.3M | $1.86M | 128.8% |
Bree Pate Olisti Co. Wealth LLC | 4,848 | $470,091.24 | $1.04M | $573,295.32 | 121.95% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 32,325 | $4.61M | $7.2M | $2.6M | 56.36% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,012 | $642,282.04 | $1.29M | $651,620.6 | 101.45% |
Timothy J. Videnka Forza Wealth Management LLC | 3,727 | $375,129.61 | $802,124.94 | $426,995.33 | 113.83% |
Kevin Gray Lodestar Private Asset Management LLC | 2,297 | $328,455.78 | $494,360.34 | $165,904.56 | 50.51% |
Amy Ardeel Icon Wealth Advisors LLC | 12,691 | $2.41M | $2.82M | $413,599.69 | 17.18% |
John J. Edwards Breed's Hi LLCapital LLC | 2,422 | $280,274.39 | $521,262.84 | $240,988.45 | 85.98% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7 | $1,328 | $1,556.24 | $228.24 | 17.19% |
Jonathan Seed Seed Wealth Management Inc. | 1,610 | $162,332.68 | $346,504.2 | $184,171.52 | 113.45% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,659 | $454,966.57 | $572,269.98 | $117,303.41 | 25.78% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,806 | $407,710.64 | $603,907.32 | $196,196.68 | 48.12% |
Andy Peters Goldstein Advisors LLC | 2,514 | $287,207.95 | $541,063.08 | $253,855.13 | 88.39% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 5,905 | $596,838.55 | $1.27M | $674,035.55 | 112.93% |