| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,805 | $263,384.35 | $288,384.85 | $25,000.5 | 9.49% |
Holly Skipper Verum Partners LLC | 4,271 | $444,090.94 | $688,271.65 | $244,180.71 | 54.98% |
Belena Vincetti Fortis Capital Advisors LLC | 3,590 | $429,919.61 | $575,566.75 | $145,647.14 | 33.88% |
Jeffrey D. Munjack JDM Financial Group LLC | 777 | $109,518.15 | $124,615.26 | $15,097.11 | 13.79% |
Marc White Clarendon Private LLC | 1,395 | $206,643.56 | $223,158.15 | $16,514.59 | 7.99% |
Sheryl Stephens Stephens Consulting LLC | 3,601 | $397,098.39 | $576,340.05 | $179,241.66 | 45.14% |
Lucas Mosher SP Asset Management LLC | 15,570 | $1.7M | $2.51M | $806,533.91 | 47.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $143.53 | $160.21 | $16.68 | 11.62% |
Stephen Smith Kestra Investment Management LLC | 1,697 | $221,577.11 | $271,503.03 | $49,925.92 | 22.53% |
Amy Hart Phillips Wealth Planners LLC | 2,026 | $224,933.54 | $325,983.4 | $101,049.86 | 44.92% |
Scott Register Register Financial Advisors LLC | 5,955 | $679,891.24 | $954,258.97 | $274,367.73 | 40.35% |
Bree Pate Olisti Co. Wealth LLC | 2,463 | $389,227.89 | $394,942.05 | $5,714.16 | 1.47% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,080 | $2.06M | $2.25M | $193,588.97 | 9.4% |
Timothy J. Videnka Forza Wealth Management LLC | 28,747 | $3.29M | $4.63M | $1.34M | 40.72% |
Kevin Gray Lodestar Private Asset Management LLC | 15,225 | $1.7M | $2.45M | $750,074.82 | 44.19% |
Crystal McKeon TSA Wealth Managment LLC | 1,980 | $293,238 | $316,710.9 | $23,472.9 | 8% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 46,082 | $5.17M | $7.41M | $2.25M | 43.51% |
Dean Pelos Commonwealth Retirement Investments LLC | 3,386 | $377,976.57 | $542,860.45 | $164,883.88 | 43.62% |
Matthew Keyes Heritage Wealth Partners LLC | 1,613 | $206,747.6 | $257,636.42 | $50,888.82 | 24.61% |
Bill Scoggins First Citizens Asset Management Inc. | 6,011 | $700,068.27 | $962,601.54 | $262,533.27 | 37.5% |