| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 52,002 | $2.36M | $2.44M | $79,043.04 | 3.35% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,014 | $204,222.14 | $234,705.34 | $30,483.2 | 14.93% |
Amy Hart Phillips Wealth Planners LLC | 13,463 | $569,238.25 | $633,434.14 | $64,195.89 | 11.28% |
Scott Register Register Financial Advisors LLC | 16,492 | $708,914.53 | $771,990.52 | $63,075.99 | 8.9% |
Bree Pate Olisti Co. Wealth LLC | 150 | $6,490.5 | $7,021.5 | $531 | 8.18% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 45,443 | $1.89M | $2.13M | $248,111.49 | 13.15% |
Timothy J. Videnka Forza Wealth Management LLC | 47,238 | $1.94M | $2.21M | $269,540.33 | 13.88% |
Amy Ardeel Icon Wealth Advisors LLC | 35,722 | $1.58M | $1.67M | $94,254.32 | 5.96% |
| DW Donald Windle Windle Wealth LLC | 201,680 | $7.94M | $9.44M | $1.5M | 18.86% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 16,451 | $647,510.24 | $770,071.31 | $122,561.07 | 18.93% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 6,711 | $292,532.64 | $314,141.91 | $21,609.27 | 7.39% |
Bepin Serraj Richard W. Paul & Associates LLC | 36,655 | $1.43M | $1.72M | $299,237.87 | 20.99% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,495 | $246,536.67 | $257,220.95 | $10,684.28 | 4.33% |
Jeffrey Hanson Breakwater Capital Group | 16,673 | $730,884.77 | $780,463.13 | $49,578.36 | 6.78% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,095 | $44,368.64 | $51,256.95 | $6,888.31 | 15.53% |
Jesse Ellington Dover Advisors LLC | 11,514 | $514,586.04 | $541,733.69 | $27,147.65 | 5.28% |
Darren Tapley New England Capital Financial Advisors LLC | 3,626 | $145,856.03 | $169,733.06 | $23,877.03 | 16.37% |
Walter J. West Milestone Asset Management LLC | 63,359 | $3.02M | $2.97M | -$50,541.71 | -1.68% |
Paul L. Moffat Arista Wealth Management LLC | 7,468 | $324,490.58 | $349,577.08 | $25,086.5 | 7.73% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 4,956 | $246,084.3 | $231,990.36 | -$14,093.94 | -5.73% |