| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Register Register Financial Advisors LLC | 20,829 | $846,675.66 | $981,774.91 | $135,099.25 | 15.96% |
Bree Pate Olisti Co. Wealth LLC | 300 | $14,763 | $14,131.5 | -$631.5 | -4.28% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,077 | $432,058.64 | $427,481.31 | -$4,577.33 | -1.06% |
Amy Ardeel Icon Wealth Advisors LLC | 14,018 | $612,474.79 | $660,598.25 | $48,123.46 | 7.86% |
Dean Pelos Commonwealth Retirement Investments LLC | 17,965 | $659,332.67 | $846,600.62 | $187,267.95 | 28.4% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 6,150 | $271,545.43 | $293,508.75 | $21,963.32 | 8.09% |
Bepin Serraj Richard W. Paul & Associates LLC | 211 | $8,799.18 | $9,945.48 | $1,146.3 | 13.03% |
Jesse Ellington Dover Advisors LLC | 20,958 | $946,865.47 | $1M | $53,879.03 | 5.69% |
Neil Christ Oak Hill Wealth Advisors LLC | 14,494 | $630,270.91 | $688,392.53 | $58,121.62 | 9.22% |
Moises Valladares Insigneo Advisory Services LLC | 13,659 | $495,426.15 | $645,182.86 | $149,756.71 | 30.23% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,707 | $216,380.53 | $224,406.22 | $8,025.69 | 3.71% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,310 | $364,175 | $344,556.85 | -$19,618.15 | -5.39% |
Scott Paschal Financial Partners Group LLC | 45,982 | $1.48M | $2.14M | $663,831.14 | 44.91% |
Kun Gao Sherbrooke Park Advisers LLC | 8,941 | $439,987 | $426,083.35 | -$13,903.65 | -3.16% |
| LK Lenny Kisin Applied Capital LLC/FL | 30,302 | $1.17M | $1.41M | $242,485.57 | 20.79% |
David Smith Linden Thomas Advisory Services LLC | 30,579 | $1.28M | $1.44M | $159,423.87 | 12.45% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,171 | $373,591.38 | $385,140.08 | $11,548.7 | 3.09% |
Philip Rc Dudley Dudley Capital Management LLC | 16,222 | $689,422.87 | $770,058.34 | $80,635.47 | 11.7% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,252 | $57,556.73 | $59,100.66 | $1,543.93 | 2.68% |
Paul B. Ordonio Park Place Capital Corp. | 20,498 | $912,506.57 | $956,641.66 | $44,135.09 | 4.84% |