| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,077 | $432,058.64 | $478,085.59 | $46,026.95 | 10.65% |
Amy Ardeel Icon Wealth Advisors LLC | 14,018 | $612,474.79 | $741,692.38 | $129,217.59 | 21.1% |
Dean Pelos Commonwealth Retirement Investments LLC | 17,936 | $657,887.91 | $929,802.24 | $271,914.33 | 41.33% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 6,150 | $271,545.43 | $318,816 | $47,270.57 | 17.41% |
Bepin Serraj Richard W. Paul & Associates LLC | 211 | $8,799.18 | $10,942.46 | $2,143.28 | 24.36% |
Jesse Ellington Dover Advisors LLC | 20,958 | $946,865.47 | $1.1M | $150,285.83 | 15.87% |
Neil Christ Oak Hill Wealth Advisors LLC | 14,494 | $630,270.91 | $751,368.96 | $121,098.05 | 19.21% |
Moises Valladares Insigneo Advisory Services LLC | 13,659 | $495,426.15 | $725,292.87 | $229,866.72 | 46.4% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,707 | $216,380.53 | $247,541.13 | $31,160.6 | 14.4% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,310 | $364,175 | $386,772.1 | $22,597.1 | 6.21% |
Scott Paschal Financial Partners Group LLC | 45,982 | $1.48M | $2.38M | $905,696.46 | 61.28% |
Kun Gao Sherbrooke Park Advisers LLC | 8,941 | $439,987 | $463,501.44 | $23,514.44 | 5.34% |
| LK Lenny Kisin Applied Capital LLC/FL | 30,312 | $1.17M | $1.57M | $404,537.86 | 34.67% |
David Smith Linden Thomas Advisory Services LLC | 30,579 | $1.28M | $1.59M | $304,827.02 | 23.81% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,457 | $385,323.91 | $438,410.88 | $53,086.97 | 13.78% |
Philip Rc Dudley Dudley Capital Management LLC | 16,222 | $689,422.87 | $840,948.48 | $151,525.61 | 21.98% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,252 | $57,556.73 | $64,903.68 | $7,346.95 | 12.76% |
Paul B. Ordonio Park Place Capital Corp. | 20,498 | $912,506.57 | $1.09M | $175,937.19 | 19.28% |
David D. Jones Applied Finance Capital Management LLC | 18,984 | $724,407.62 | $984,130.56 | $259,722.94 | 35.85% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,054 | $358,807.15 | $423,559.86 | $64,752.71 | 18.05% |