| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 57,585 | $1.22M | $1.26M | $40,703.39 | 3.34% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 32,744 | $609,755.39 | $715,292.68 | $105,537.29 | 17.31% |
Amy Ardeel Icon Wealth Advisors LLC | 31,901 | $811,010.49 | $699,429.42 | -$111,581.07 | -13.76% |
John J. Edwards Breed's Hi LLCapital LLC | 8,192 | $231,671 | $178,886.25 | -$52,784.75 | -22.78% |
| DW Donald Windle Windle Wealth LLC | 340,108 | $6.29M | $7.43M | $1.14M | 18.19% |
Joseph A. Feste KM Capital Management Ltd. | 100 | $2,899 | $2,184.5 | -$714.5 | -24.65% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 32,620 | $643,701.92 | $716,009 | $72,307.08 | 11.23% |
| DP Dean Pelos Commonwealth Retirement Investments LLC | 10,000 | $248,400 | $219,250 | -$29,150 | -11.74% |
Matthew Keyes Heritage Wealth Partners LLC | 8,842 | $142,920.05 | $193,860.85 | $50,940.8 | 35.64% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 22,064 | $416,927.22 | $483,753.2 | $66,825.98 | 16.03% |
| LQ Louise Quant Trium Capital LLP | 1.97M | $48.1M | $43.1M | -$4.99M | -10.38% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,291 | $42,177.3 | $50,230.17 | $8,052.87 | 19.09% |
Bepin Serraj Richard W. Paul & Associates LLC | 44,130 | $832,644.96 | $966,226.35 | $133,581.39 | 16.04% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 27,582 | $610,318.89 | $604,735.35 | -$5,583.54 | -0.91% |
Jeffrey Hanson Breakwater Capital Group | 50,818 | $976,008.95 | $1.11M | $138,175.7 | 14.16% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 30,038 | $469,373.34 | $654,978.59 | $185,605.25 | 39.54% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 19,215 | $385,228.19 | $418,983.07 | $33,754.88 | 8.76% |
Jesse Ellington Dover Advisors LLC | 22,171 | $601,355.07 | $485,434.04 | -$115,921.03 | -19.28% |
Darren Tapley New England Capital Financial Advisors LLC | 14,761 | $300,494.5 | $323,192.09 | $22,697.59 | 7.55% |
Kelly Christopher Significant Wealth Partners LLC | 32,026 | $855,447.03 | $700,889.01 | -$154,558.02 | -18.07% |