| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 18,549 | $778,501.45 | $1.3M | $522,618.15 | 67.13% |
| BP Brett Pohl Kingdom Financial Group LLC | 12,005 | $747,930.67 | $837,408.77 | $89,478.1 | 11.96% |
Stephen Smith Kestra Investment Management LLC | 33,724 | $2.02M | $2.36M | $337,676.5 | 16.73% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,845 | $293,703.54 | $410,377.45 | $116,673.91 | 39.73% |
Sue Oleari Trifecta Capital Advisors LLC | 2,021 | $102,736.39 | $141,308.32 | $38,571.93 | 37.54% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 38,139 | $2.24M | $2.67M | $430,240.43 | 19.17% |
Bree Pate Olisti Co. Wealth LLC | 1,708 | $106,699 | $119,841.82 | $13,142.82 | 12.32% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 135,253 | $6.94M | $9.43M | $2.49M | 35.89% |
Timothy J. Videnka Forza Wealth Management LLC | 10,908 | $621,865.15 | $765,905.22 | $144,040.07 | 23.16% |
Kevin Gray Lodestar Private Asset Management LLC | 244,928 | $11.28M | $17.2M | $5.92M | 52.53% |
Amy Ardeel Icon Wealth Advisors LLC | 12,829 | $671,195.26 | $899,826.06 | $228,630.8 | 34.06% |
John J. Edwards Breed's Hi LLCapital LLC | 233,632 | $11.19M | $16.41M | $5.22M | 46.61% |
Steve Alexandrowski GEM Asset Management LLC | 11,423 | $575,778.63 | $802,350.38 | $226,571.75 | 39.35% |
| TT Thaddeus Toal RCS Financial Planning LLC | 25,763 | $1.19M | $1.81M | $620,298.87 | 52.15% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 14,039 | $757,524.17 | $979,290.44 | $221,766.27 | 29.28% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 9,399 | $458,740.38 | $660,561.72 | $201,821.34 | 43.99% |
Ashley Goggins Hidden Cove Wealth Management LLC | 7,788 | $402,217.11 | $546,795.48 | $144,578.37 | 35.95% |
Robin Sherwood HTG Investment Advisors Inc. | 11,932 | $506,949 | $836,671.84 | $329,722.84 | 65.04% |
Bepin Serraj Richard W. Paul & Associates LLC | 13,084 | $560,997.41 | $917,646.34 | $356,648.93 | 63.57% |
Michael R. Panico Arcadia Wealth Management LLC | 555,333 | $27.64M | $38.75M | $11.12M | 40.23% |