| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 389 | $34,773.19 | $47,232.38 | $12,459.19 | 35.83% |
Stephen Smith Kestra Investment Management LLC | 3,527 | $421,588 | $433,291.95 | $11,703.95 | 2.78% |
Sue Oleari Trifecta Capital Advisors LLC | 2,288 | $203,887.55 | $281,080.8 | $77,193.25 | 37.86% |
Scott Register Register Financial Advisors LLC | 1,328 | $158,723 | $163,144.8 | $4,421.8 | 2.79% |
Bree Pate Olisti Co. Wealth LLC | 115,564 | $13.81M | $14.2M | $384,828.12 | 2.79% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,864 | $641,781.87 | $843,242.4 | $201,460.53 | 31.39% |
Joseph Gentili Riverview Capital Advisers LLC | 7,097 | $456,528.89 | $861,646.77 | $405,117.88 | 88.74% |
Kevin Gray Lodestar Private Asset Management LLC | 28,864 | $1.25M | $3.65M | $2.4M | 191.38% |
John J. Edwards Breed's Hi LLCapital LLC | 91,728 | $5.58M | $11.27M | $5.69M | 101.92% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 1,608 | $202,078 | $195,380.04 | -$6,697.96 | -3.31% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,776 | $212,267.52 | $218,181.6 | $5,914.08 | 2.79% |
Matthew Keyes Heritage Wealth Partners LLC | 4,128 | $257,178.92 | $501,634.56 | $244,455.64 | 95.05% |
Andy Peters Goldstein Advisors LLC | 3,383 | $245,685.3 | $413,876.22 | $168,190.92 | 68.46% |
Robin Sherwood HTG Investment Advisors Inc. | 2,901 | $240,260.82 | $352,210.41 | $111,949.59 | 46.6% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,536 | $278,637.25 | $573,713.28 | $295,076.03 | 105.9% |
Nathan Blair Palo Alto Wealth Advisors LLC | 3,016 | $228,817.89 | $366,263.04 | $137,445.15 | 60.07% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 3,824 | $310,043.37 | $469,778.4 | $159,735.03 | 51.52% |
Salvatore Cocivera Cora Capital Advisors LLC | 25,088 | $1M | $3.08M | $2.08M | 207% |
Darren Tapley New England Capital Financial Advisors LLC | 771 | $48,315.35 | $94,717.35 | $46,402 | 96.04% |
Walter J. West Milestone Asset Management LLC | 1,773 | $211,909.22 | $216,908.82 | $4,999.6 | 2.36% |