| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Casanega Sharper & Granite LLC | 43,677 | $6.27M | $8.95M | $2.68M | 42.82% |
Belena Vincetti Fortis Capital Advisors LLC | 3,981 | $639,109.73 | $818,732.86 | $179,623.13 | 28.11% |
Nelson J. Lam LAM GROUP Inc. | 5,275 | $713,391 | $1.09M | $377,109.75 | 52.86% |
| BP Brett Pohl Kingdom Financial Group LLC | 48 | $9,304.15 | $9,861.36 | $557.21 | 5.99% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 5,269 | $700,434.37 | $1.08M | $377,866.48 | 53.95% |
Scott Register Register Financial Advisors LLC | 222 | $43,442.61 | $45,625.44 | $2,182.83 | 5.02% |
Bree Pate Olisti Co. Wealth LLC | 430 | $76,269 | $88,440.25 | $12,171.25 | 15.96% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,316 | $565,383.37 | $680,360.3 | $114,976.93 | 20.34% |
Timothy J. Videnka Forza Wealth Management LLC | 33,172 | $4.6M | $6.85M | $2.26M | 49.12% |
Kevin Gray Lodestar Private Asset Management LLC | 2,605 | $355,063.81 | $537,007.72 | $181,943.91 | 51.24% |
John J. Edwards Breed's Hi LLCapital LLC | 10,945 | $1.59M | $2.26M | $676,947.7 | 42.65% |
Robin Sherwood HTG Investment Advisors Inc. | 1,850 | $243,277.43 | $378,880 | $135,602.57 | 55.74% |
Jeffrey Hanson Breakwater Capital Group | 2,347 | $339,869.36 | $482,378.91 | $142,509.55 | 41.93% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,703 | $666,928.11 | $966,654.62 | $299,726.51 | 44.94% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,601 | $257,132.48 | $330,734.58 | $73,602.1 | 28.62% |
Lydia Moore MRP Capital Investments LLC | 215 | $39,621 | $44,368.47 | $4,747.47 | 11.98% |
Moises Valladares Insigneo Advisory Services LLC | 18,000 | $2.44M | $3.7M | $1.26M | 51.77% |
John Canning Mi LLCreek Capital Advisors LLC | 2,702 | $363,848.74 | $556,044.58 | $192,195.84 | 52.82% |
David Stevens Stevens Capital Partners | 79,015 | $12.52M | $16.33M | $3.81M | 30.46% |
| TAL TFB Advisors LLC TFB Advisors LLC | 20,067 | $3.03M | $4.14M | $1.11M | 36.51% |