| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 2,339 | $141,248.4 | $202,206.55 | $60,958.15 | 43.16% |
Michael Snyder Beaumont Financial Advisors LLC | 3,477 | $250,740.81 | $300,586.65 | $49,845.84 | 19.88% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 17,358 | $1.01M | $1.5M | $493,959.66 | 49.07% |
Holly Skipper Verum Partners LLC | 7,290 | $319,942.47 | $630,220.5 | $310,278.03 | 96.98% |
Belena Vincetti Fortis Capital Advisors LLC | 5,198 | $429,586 | $449,367.1 | $19,781.1 | 4.6% |
Jeffrey D. Munjack JDM Financial Group LLC | 465 | $23,899.64 | $40,199.25 | $16,299.61 | 68.2% |
Patrick D. Hayes Canopy Partners LLC | 6,036 | $328,429.2 | $521,812.2 | $193,383 | 58.88% |
Marc White Clarendon Private LLC | 10,809 | $777,910.97 | $934,438.05 | $156,527.08 | 20.12% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,699 | $214,955.24 | $233,328.55 | $18,373.31 | 8.55% |
| BG Becki Goebel TCP Asset Management LLC | 3,736 | $297,423 | $322,977.2 | $25,554.2 | 8.59% |
Nelson J. Lam LAM GROUP Inc. | 900 | $71,649 | $77,805 | $6,156 | 8.59% |
Lucas Mosher SP Asset Management LLC | 272,432 | $11.34M | $23.55M | $12.21M | 107.68% |
| BP Brett Pohl Kingdom Financial Group LLC | 215 | $17,605.62 | $18,755.52 | $1,149.9 | 6.53% |
Stephen Smith Kestra Investment Management LLC | 5,890 | $478,029.41 | $525,211.3 | $47,181.89 | 9.87% |
Amy Hart Phillips Wealth Planners LLC | 10,609 | $866,899.11 | $925,476.11 | $58,577 | 6.76% |
Scott Register Register Financial Advisors LLC | 4,720 | $216,515.72 | $408,044 | $191,528.28 | 88.46% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,565 | $234,354.19 | $394,644.25 | $160,290.06 | 68.4% |
Bree Pate Olisti Co. Wealth LLC | 55 | $5,126 | $4,754.75 | -$371.25 | -7.24% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 71,375 | $5.24M | $6.17M | $926,736.35 | 17.67% |
Timothy J. Videnka Forza Wealth Management LLC | 3,164 | $222,239 | $273,527.8 | $51,288.8 | 23.08% |