| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 100 | $9,018 | $9,229 | $211 | 2.34% |
Marc White Clarendon Private LLC | 5,567 | $509,956.03 | $526,304.18 | $16,348.15 | 3.21% |
Sheryl Stephens Stephens Consulting LLC | 2,164 | $167,252.7 | $204,584.56 | $37,331.86 | 22.32% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,291 | $527,198.9 | $674,563.32 | $147,364.42 | 27.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 692 | $65,183.35 | $64,148.4 | -$1,034.95 | -1.59% |
Stephen Smith Kestra Investment Management LLC | 2,204 | $210,926 | $205,192.4 | -$5,733.6 | -2.72% |
Sue Oleari Trifecta Capital Advisors LLC | 1,050 | $101,346 | $99,267 | -$2,079 | -2.05% |
Amy Hart Phillips Wealth Planners LLC | 2,137 | $207,889 | $198,099.9 | -$9,789.1 | -4.71% |
Scott Register Register Financial Advisors LLC | 19,145 | $1.46M | $1.81M | $345,432.76 | 23.59% |
Bree Pate Olisti Co. Wealth LLC | 722 | $62,958 | $68,257.88 | $5,299.88 | 8.42% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 20,203 | $1.66M | $1.87M | $214,009.37 | 12.93% |
Amy Ardeel Icon Wealth Advisors LLC | 8,976 | $862,652.1 | $835,665.6 | -$26,986.5 | -3.13% |
Steve Alexandrowski GEM Asset Management LLC | 4,230 | $310,271.03 | $399,904.2 | $89,633.17 | 28.89% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,346 | $990,219.16 | $963,212.6 | -$27,006.56 | -2.73% |
| DW Donald Windle Windle Wealth LLC | 98,225 | $7.25M | $9.29M | $2.03M | 28.02% |
Andy Peters Goldstein Advisors LLC | 2,725 | $262,696.2 | $257,621.5 | -$5,074.7 | -1.93% |
Bepin Serraj Richard W. Paul & Associates LLC | 76 | $6,256.29 | $7,045.2 | $788.91 | 12.61% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,541 | $337,957.79 | $429,306.14 | $91,348.35 | 27.03% |
Jeffrey Hanson Breakwater Capital Group | 9,323 | $727,866.96 | $881,396.42 | $153,529.46 | 21.09% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,051 | $273,920.6 | $288,441.54 | $14,520.94 | 5.3% |