| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dennis Wallace Fortune Financial Advisors LLC | 1,475 | $289,442.81 | $324,426.25 | $34,983.44 | 12.09% |
| BG Becki Goebel TCP Asset Management LLC | 1,853 | $316,719.58 | $407,567.35 | $90,847.77 | 28.68% |
Nelson J. Lam LAM GROUP Inc. | 5,599 | $860,357.18 | $1.23M | $371,142.87 | 43.14% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 1,284 | $187,906.93 | $282,415.8 | $94,508.87 | 50.3% |
| BP Brett Pohl Kingdom Financial Group LLC | 744 | $143,168.45 | $166,897.8 | $23,729.35 | 16.57% |
Stephen Smith Kestra Investment Management LLC | 14,581 | $2.89M | $3.21M | $315,689.82 | 10.92% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 927 | $202,002 | $203,893.65 | $1,891.65 | 0.94% |
Scott Register Register Financial Advisors LLC | 52,413 | $8.08M | $11.53M | $3.45M | 42.69% |
Bree Pate Olisti Co. Wealth LLC | 210,942 | $42.84M | $46.4M | $3.55M | 8.29% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,320 | $936,397.12 | $1.2M | $267,465.68 | 28.56% |
Timothy J. Videnka Forza Wealth Management LLC | 14,982 | $2.34M | $3.3M | $951,874.07 | 40.62% |
Kevin Gray Lodestar Private Asset Management LLC | 185,201 | $32.88M | $40.73M | $7.85M | 23.88% |
Amy Ardeel Icon Wealth Advisors LLC | 5,916 | $1.06M | $1.3M | $242,244.47 | 22.88% |
John J. Edwards Breed's Hi LLCapital LLC | 54,485 | $8.2M | $11.98M | $3.79M | 46.23% |
| TT Thaddeus Toal RCS Financial Planning LLC | 12,711 | $2.17M | $2.8M | $625,560.73 | 28.82% |
Ashley Goggins Hidden Cove Wealth Management LLC | 3,852 | $652,338.18 | $847,247.4 | $194,909.22 | 29.88% |
Andy Peters Goldstein Advisors LLC | 2,612 | $373,182.42 | $574,509.4 | $201,326.98 | 53.95% |
Robin Sherwood HTG Investment Advisors Inc. | 71,371 | $11.51M | $15.7M | $4.19M | 36.44% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,371 | $298,676 | $301,551.45 | $2,875.45 | 0.96% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1,312 | $285,924 | $288,574.4 | $2,650.4 | 0.93% |