| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 2,271 | $115,445 | $160,378.02 | $44,933.02 | 38.92% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 38,139 | $2.24M | $2.81M | $562,010.68 | 25.04% |
Bree Pate Olisti Co. Wealth LLC | 1,708 | $106,699 | $120,618.96 | $13,919.96 | 13.05% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 135,253 | $6.94M | $9.91M | $2.98M | 42.91% |
Timothy J. Videnka Forza Wealth Management LLC | 10,908 | $621,865.15 | $770,322.96 | $148,457.81 | 23.87% |
Kevin Gray Lodestar Private Asset Management LLC | 244,928 | $11.28M | $17.3M | $6.02M | 53.35% |
Amy Ardeel Icon Wealth Advisors LLC | 12,829 | $671,195.26 | $905,983.98 | $234,788.72 | 34.98% |
John J. Edwards Breed's Hi LLCapital LLC | 233,632 | $11.19M | $16.5M | $5.31M | 47.42% |
Steve Alexandrowski GEM Asset Management LLC | 12,006 | $600,247.64 | $847,863.72 | $247,616.08 | 41.25% |
| TT Thaddeus Toal RCS Financial Planning LLC | 30,855 | $1.4M | $2.18M | $775,714.75 | 55.28% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 13,205 | $698,635.42 | $932,537.1 | $233,901.68 | 33.48% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 9,399 | $458,740.38 | $663,757.38 | $205,017 | 44.69% |
Ashley Goggins Hidden Cove Wealth Management LLC | 7,788 | $402,217.11 | $549,988.56 | $147,771.45 | 36.74% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 28,896 | $1.22M | $2.04M | $822,825.48 | 67.57% |
Robin Sherwood HTG Investment Advisors Inc. | 11,932 | $506,949 | $842,637.84 | $335,688.84 | 66.22% |
Bepin Serraj Richard W. Paul & Associates LLC | 13,084 | $560,997.41 | $953,823.6 | $392,826.19 | 70.02% |
Michael R. Panico Arcadia Wealth Management LLC | 555,333 | $27.64M | $39.22M | $11.58M | 41.91% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 7,297 | $478,353.13 | $515,314.14 | $36,961.01 | 7.73% |
Jeffrey Hanson Breakwater Capital Group | 29,879 | $1.33M | $2.11M | $778,510.99 | 58.47% |
Kyle Kelley Family Capital Management Inc. | 22,701 | $1.2M | $1.6M | $400,989.7 | 33.36% |