| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 4,285 | $416,053.15 | $415,173.65 | -$879.5 | -0.21% |
Patrick D. Hayes Canopy Partners LLC | 12,705 | $1.21M | $1.23M | $28,167.18 | 2.34% |
Sheryl Stephens Stephens Consulting LLC | 22 | $1,853 | $2,125.79 | $272.79 | 14.72% |
Lucas Mosher SP Asset Management LLC | 75,626 | $7.46M | $7.39M | -$64,491.29 | -0.87% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,782 | $518,223.23 | $565,017.04 | $46,793.81 | 9.03% |
| BP Brett Pohl Kingdom Financial Group LLC | 386 | $33,041.4 | $37,476.74 | $4,435.34 | 13.42% |
Sue Oleari Trifecta Capital Advisors LLC | 31,742 | $3.07M | $3.07M | $1,252.82 | 0.04% |
Amy Hart Phillips Wealth Planners LLC | 8,345 | $781,724.81 | $812,260.57 | $30,535.76 | 3.91% |
Bree Pate Olisti Co. Wealth LLC | 520 | $43,789.67 | $50,445.2 | $6,655.53 | 15.2% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,752 | $735,012.65 | $749,579.64 | $14,566.99 | 1.98% |
Timothy J. Videnka Forza Wealth Management LLC | 3,712 | $368,230.68 | $361,567.36 | -$6,663.32 | -1.81% |
Kevin Gray Lodestar Private Asset Management LLC | 2,339 | $232,129.75 | $226,508.76 | -$5,620.99 | -2.42% |
Amy Ardeel Icon Wealth Advisors LLC | 15,721 | $1.44M | $1.52M | $79,233.84 | 5.5% |
John J. Edwards Breed's Hi LLCapital LLC | 2,265 | $220,844.06 | $221,358.45 | $514.39 | 0.23% |
Jonathan Seed Seed Wealth Management Inc. | 2,059 | $210,409 | $201,771.7 | -$8,637.3 | -4.11% |
Ashley Goggins Hidden Cove Wealth Management LLC | 5,049 | $463,958.73 | $491,646.37 | $27,687.64 | 5.97% |
Bepin Serraj Richard W. Paul & Associates LLC | 41 | $3,299.85 | $3,978.23 | $678.38 | 20.56% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 113 | $10,305.02 | $10,939.55 | $634.53 | 6.16% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,656 | $333,986.42 | $355,344.92 | $21,358.5 | 6.4% |
Neil Christ Oak Hill Wealth Advisors LLC | 13,487 | $1.24M | $1.31M | $71,118.21 | 5.75% |