| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 5,428 | $254,264.41 | $305,379.28 | $51,114.87 | 20.1% |
Loni Adams Daymark Wealth Partners LLC | 395,278 | $16.89M | $22.68M | $5.79M | 34.28% |
Brian Matter Creative Capital Management Investments LLC | 4,225 | $195,558.73 | $242,472.75 | $46,914.02 | 23.99% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 7,882 | $409,942.82 | $448,406.98 | $38,464.16 | 9.38% |
Jeffrey D. Munjack JDM Financial Group LLC | 363 | $19,369.68 | $20,422.38 | $1,052.7 | 5.43% |
Patrick D. Hayes Canopy Partners LLC | 201 | $10,576.65 | $11,434.89 | $858.24 | 8.11% |
Adam Laibson Mainsail Financial Group LLC | 3,448 | $208,259 | $198,104.84 | -$10,154.16 | -4.88% |
Cornell P. Abod Beacon Investment Advisors LLC | 4,336 | $209,559 | $246,675.04 | $37,116.04 | 17.71% |
| BP Brett Pohl Kingdom Financial Group LLC | 223 | $13,401.52 | $12,775.67 | -$625.85 | -4.67% |
Stephen Smith Kestra Investment Management LLC | 60,277 | $3.25M | $3.39M | $144,303.79 | 4.44% |
Sue Oleari Trifecta Capital Advisors LLC | 5,757 | $190,211.36 | $323,888.82 | $133,677.46 | 70.28% |
Amy Hart Phillips Wealth Planners LLC | 5,257 | $225,579.19 | $299,070.73 | $73,491.54 | 32.58% |
Scott Register Register Financial Advisors LLC | 21 | $1,092.33 | $1,181.46 | $89.13 | 8.16% |
Bree Pate Olisti Co. Wealth LLC | 1,000 | $53,360 | $56,260 | $2,900 | 5.43% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 15,442 | $833,169.59 | $868,766.92 | $35,597.33 | 4.27% |
Timothy J. Videnka Forza Wealth Management LLC | 10,917 | $478,900.43 | $621,068.13 | $142,167.7 | 29.69% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $181 | $172.17 | -$8.83 | -4.88% |
Bepin Serraj Richard W. Paul & Associates LLC | 543 | $23,733.28 | $30,549.18 | $6,815.9 | 28.72% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 30 | $1,435 | $1,687.8 | $252.8 | 17.62% |
Justin Halverson Great Waters Wealth Management | 5,773 | $259,126.34 | $324,788.98 | $65,662.64 | 25.34% |