| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 2,164 | $167,252.7 | $196,123.32 | $28,870.62 | 17.26% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,291 | $527,198.9 | $657,465.92 | $130,267.02 | 24.71% |
| BP Brett Pohl Kingdom Financial Group LLC | 692 | $65,183.35 | $62,875.12 | -$2,308.23 | -3.54% |
Stephen Smith Kestra Investment Management LLC | 2,204 | $210,926 | $199,704.44 | -$11,221.56 | -5.32% |
Sue Oleari Trifecta Capital Advisors LLC | 1,084 | $104,600.15 | $98,199.56 | -$6,400.59 | -6.12% |
Amy Hart Phillips Wealth Planners LLC | 2,137 | $207,889 | $193,804.53 | -$14,084.47 | -6.77% |
Scott Register Register Financial Advisors LLC | 19,145 | $1.46M | $1.74M | $272,968.93 | 18.64% |
Bree Pate Olisti Co. Wealth LLC | 752 | $65,444.69 | $68,217.68 | $2,772.99 | 4.24% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 20,203 | $1.66M | $1.83M | $176,330.77 | 10.65% |
Amy Ardeel Icon Wealth Advisors LLC | 8,976 | $862,652.1 | $814,616.88 | -$48,035.22 | -5.57% |
Steve Alexandrowski GEM Asset Management LLC | 4,230 | $310,271.03 | $377,210.25 | $66,939.22 | 21.57% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,346 | $990,219.16 | $922,656.28 | -$67,562.88 | -6.82% |
| DW Donald Windle Windle Wealth LLC | 98,225 | $7.25M | $8.91M | $1.66M | 22.87% |
Andy Peters Goldstein Advisors LLC | 2,948 | $281,180.69 | $262,902.64 | -$18,278.05 | -6.5% |
Bepin Serraj Richard W. Paul & Associates LLC | 76 | $6,256.29 | $6,901.94 | $645.65 | 10.32% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,509 | $335,672.68 | $408,380.13 | $72,707.45 | 21.66% |
Jeffrey Hanson Breakwater Capital Group | 8,398 | $661,811.3 | $762,244.47 | $100,433.17 | 15.18% |
Jesse Ellington Dover Advisors LLC | 2,911 | $269,494.13 | $263,299.95 | -$6,194.18 | -2.3% |
Darren Tapley New England Capital Financial Advisors LLC | 303 | $23,266.18 | $27,501.79 | $4,235.61 | 18.21% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 2,300 | $211,485 | $208,690.5 | -$2,794.5 | -1.32% |