| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sheryl Stephens Stephens Consulting LLC | 22 | $1,853 | $2,320.78 | $467.78 | 25.24% |
Lucas Mosher SP Asset Management LLC | 75,179 | $7.41M | $7.93M | $520,891.29 | 7.03% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,765 | $516,486 | $608,149.85 | $91,663.85 | 17.75% |
| BP Brett Pohl Kingdom Financial Group LLC | 396 | $33,882.12 | $41,774.04 | $7,891.92 | 23.29% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 31,572 | $3.05M | $3.33M | $280,497.46 | 9.2% |
Amy Hart Phillips Wealth Planners LLC | 7,668 | $711,580.87 | $808,897.32 | $97,316.45 | 13.68% |
Bree Pate Olisti Co. Wealth LLC | 520 | $43,789.67 | $54,854.8 | $11,065.13 | 25.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 8,264 | $789,904.13 | $871,769.36 | $81,865.23 | 10.36% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 3,712 | $368,230.68 | $391,578.88 | $23,348.2 | 6.34% |
Kevin Gray Lodestar Private Asset Management LLC | 2,910 | $288,776.27 | $306,975.9 | $18,199.63 | 6.3% |
Amy Ardeel Icon Wealth Advisors LLC | 18,320 | $1.68M | $1.93M | $253,043.1 | 15.07% |
John J. Edwards Breed's Hi LLCapital LLC | 2,265 | $220,844.06 | $238,934.85 | $18,090.79 | 8.19% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8,888 | $793,597.18 | $937,595.12 | $143,997.94 | 18.14% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 5,401 | $522,087.96 | $569,751.49 | $47,663.53 | 9.13% |
Ashley Goggins Hidden Cove Wealth Management LLC | 4,853 | $443,929.5 | $511,942.97 | $68,013.47 | 15.32% |
Andy Peters Goldstein Advisors LLC | 2,310 | $207,192.61 | $242,111.1 | $34,918.49 | 16.85% |
Bepin Serraj Richard W. Paul & Associates LLC | 41 | $3,299.85 | $4,321.4 | $1,021.55 | 30.96% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,601 | $146,645.7 | $167,800.81 | $21,155.11 | 14.43% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,656 | $333,986.42 | $383,185.36 | $49,198.94 | 14.73% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 13,487 | $1.24M | $1.42M | $184,948.49 | 14.94% |