| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 22 | $1,853 | $2,325.62 | $472.62 | 25.51% |
Lucas Mosher SP Asset Management LLC | 75,179 | $7.41M | $7.94M | $534,047.61 | 7.21% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,765 | $516,486 | $609,158.72 | $92,672.72 | 17.94% |
| BP Brett Pohl Kingdom Financial Group LLC | 386 | $33,041.4 | $40,838.8 | $7,797.4 | 23.6% |
Sue Oleari Trifecta Capital Advisors LLC | 31,572 | $3.05M | $3.34M | $286,022.56 | 9.38% |
Amy Hart Phillips Wealth Planners LLC | 8,345 | $781,724.81 | $881,583.32 | $99,858.51 | 12.77% |
Bree Pate Olisti Co. Wealth LLC | 520 | $43,789.67 | $55,016 | $11,226.33 | 25.64% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,752 | $735,012.65 | $820,161.6 | $85,148.95 | 11.58% |
Timothy J. Videnka Forza Wealth Management LLC | 3,712 | $368,230.68 | $391,254.45 | $23,023.77 | 6.25% |
Kevin Gray Lodestar Private Asset Management LLC | 2,339 | $232,129.75 | $246,536.68 | $14,406.93 | 6.21% |
Amy Ardeel Icon Wealth Advisors LLC | 15,721 | $1.44M | $1.66M | $216,519.04 | 15.03% |
John J. Edwards Breed's Hi LLCapital LLC | 2,265 | $220,844.06 | $238,736.89 | $17,892.83 | 8.1% |
Jonathan Seed Seed Wealth Management Inc. | 2,059 | $210,409 | $218,462.37 | $8,053.37 | 3.83% |
Ashley Goggins Hidden Cove Wealth Management LLC | 5,049 | $463,958.73 | $535,888.24 | $71,929.51 | 15.5% |
Andy Peters Goldstein Advisors LLC | 2,310 | $207,192.61 | $245,093.77 | $37,901.16 | 18.29% |
Bepin Serraj Richard W. Paul & Associates LLC | 41 | $3,299.85 | $4,350.15 | $1,050.3 | 31.83% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 113 | $10,305.02 | $11,989.44 | $1,684.42 | 16.35% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,656 | $333,986.42 | $386,877.92 | $52,891.5 | 15.84% |
Neil Christ Oak Hill Wealth Advisors LLC | 13,487 | $1.24M | $1.43M | $189,399.2 | 15.3% |
David Bach River Street Advisors LLC | 14,241 | $1.39M | $1.51M | $114,742.19 | 8.24% |