| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 5,890 | $478,029.41 | $490,489.75 | $12,460.34 | 2.61% |
Sue Oleari Trifecta Capital Advisors LLC | 77 | $6,364 | $6,407.55 | $43.55 | 0.68% |
Amy Hart Phillips Wealth Planners LLC | 10,609 | $866,899.11 | $894,285.65 | $27,386.54 | 3.16% |
Scott Register Register Financial Advisors LLC | 4,720 | $216,515.72 | $393,034.4 | $176,518.68 | 81.53% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,575 | $235,180.59 | $378,352.5 | $143,171.91 | 60.88% |
Bree Pate Olisti Co. Wealth LLC | 55 | $5,126 | $4,597.45 | -$528.55 | -10.31% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 80,753 | $6.02M | $6.72M | $706,079.8 | 11.73% |
Timothy J. Videnka Forza Wealth Management LLC | 3,164 | $222,239 | $267,136.52 | $44,897.52 | 20.2% |
Kevin Gray Lodestar Private Asset Management LLC | 12,419 | $776,588.42 | $1.04M | $267,663.19 | 34.47% |
Amy Ardeel Icon Wealth Advisors LLC | 11,188 | $777,494.42 | $932,072.28 | $154,577.86 | 19.88% |
Ashley Goggins Hidden Cove Wealth Management LLC | 6,846 | $496,742.74 | $578,829.3 | $82,086.56 | 16.52% |
Dean Pelos Commonwealth Retirement Investments LLC | 429 | $35,453 | $35,739.99 | $286.99 | 0.81% |
Andy Peters Goldstein Advisors LLC | 3,556 | $297,321.81 | $294,259 | -$3,062.81 | -1.03% |
Bepin Serraj Richard W. Paul & Associates LLC | 5,396 | $222,023.84 | $452,643.46 | $230,619.62 | 103.87% |
Jeffrey Hanson Breakwater Capital Group | 18,988 | $908,540.47 | $1.58M | $673,824.51 | 74.17% |
Kyle Kelley Family Capital Management Inc. | 4,061 | $323,296.09 | $336,088.36 | $12,792.27 | 3.96% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 76 | $5,347.89 | $6,353.6 | $1,005.71 | 18.81% |
Justin Halverson Great Waters Wealth Management | 3,589 | $215,556.8 | $303,449.95 | $87,893.15 | 40.77% |
Darren Tapley New England Capital Financial Advisors LLC | 839 | $34,126.66 | $69,863.53 | $35,736.87 | 104.72% |
Paul L. Moffat Arista Wealth Management LLC | 15,791 | $1.27M | $1.32M | $49,515.88 | 3.89% |