| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMG Kerina M. Graves Schear Investment Advisers LLC | 16,589 | $1.6M | $2.44M | $836,103.18 | 52.2% |
Timothy J. Videnka Forza Wealth Management LLC | 4,605 | $365,456.94 | $677,280.37 | $311,823.43 | 85.32% |
Amy Ardeel Icon Wealth Advisors LLC | 4,877 | $702,396.35 | $717,504.24 | $15,107.89 | 2.15% |
John J. Edwards Breed's Hi LLCapital LLC | 4,189 | $470,488.84 | $616,180.95 | $145,692.11 | 30.97% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 560 | $84,840 | $80,964.8 | -$3,875.2 | -4.57% |
Crystal McKeon TSA Wealth Managment LLC | 2,152 | $342,026.5 | $311,146.92 | -$30,879.58 | -9.03% |
Dean Pelos Commonwealth Retirement Investments LLC | 13,736 | $1.79M | $2.02M | $228,907.7 | 12.78% |
Andy Peters Goldstein Advisors LLC | 4,354 | $540,569.92 | $629,501.32 | $88,931.4 | 16.45% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,417 | $214,717 | $208,461.95 | -$6,255.05 | -2.91% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,225 | $274,239.61 | $327,586.75 | $53,347.14 | 19.45% |
Michael R. Panico Arcadia Wealth Management LLC | 8,780 | $691,112.26 | $1.27M | $575,490.54 | 83.27% |
Jeffrey Hanson Breakwater Capital Group | 8,620 | $817,477.06 | $1.27M | $451,085.24 | 55.18% |
Kyle Kelley Family Capital Management Inc. | 2,645 | $407,893.26 | $382,427.32 | -$25,465.94 | -6.24% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4 | $639 | $587.74 | -$51.26 | -8.02% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,684 | $258,807.47 | $246,453.4 | -$12,354.07 | -4.77% |
Jesse Ellington Dover Advisors LLC | 1,770 | $183,239.04 | $259,198.8 | $75,959.76 | 41.45% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 54,846 | $4.47M | $7.91M | $3.44M | 77.01% |
Darren Tapley New England Capital Financial Advisors LLC | 570 | $45,338 | $83,898.3 | $38,560.3 | 85.05% |
Walter J. West Milestone Asset Management LLC | 3,100 | $316,556.08 | $448,198 | $131,641.92 | 41.59% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,490 | $237,957.89 | $218,195.6 | -$19,762.29 | -8.3% |