| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 1,355 | $227,757.96 | $305,064.7 | $77,306.74 | 33.94% |
Bree Pate Olisti Co. Wealth LLC | 6 | $1,318 | $1,348.14 | $30.14 | 2.29% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,064 | $991,789.48 | $1.14M | $143,255.48 | 14.44% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,013 | $232,045.23 | $227,697.07 | -$4,348.16 | -1.87% |
Timothy J. Videnka Forza Wealth Management LLC | 2,902 | $458,542.51 | $653,617.46 | $195,074.95 | 42.54% |
Amy Ardeel Icon Wealth Advisors LLC | 2,804 | $635,355.07 | $629,245.64 | -$6,109.43 | -0.96% |
John J. Edwards Breed's Hi LLCapital LLC | 3,024 | $576,688.59 | $683,968.32 | $107,279.73 | 18.6% |
Dean Pelos Commonwealth Retirement Investments LLC | 5,891 | $931,919.9 | $1.32M | $390,079.41 | 41.86% |
Andy Peters Goldstein Advisors LLC | 1,007 | $205,347 | $225,759.33 | $20,412.33 | 9.94% |
| LQ Louise Quant Trium Capital LLP | 3,500 | $783,303.43 | $774,760 | -$8,543.43 | -1.09% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,070 | $340,297.35 | $466,433.1 | $126,135.75 | 37.07% |
Jeffrey Hanson Breakwater Capital Group | 1,055 | $224,957.39 | $237,026.85 | $12,069.46 | 5.37% |
Walter J. West Milestone Asset Management LLC | 5,021 | $1.08M | $1.13M | $44,668.52 | 4.13% |
Lydia Moore MRP Capital Investments LLC | 3,559 | $542,533.96 | $801,059.72 | $258,525.76 | 47.65% |
David Bach River Street Advisors LLC | 2,394 | $552,583.06 | $536,830.56 | -$15,752.5 | -2.85% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,412 | $551,189.3 | $762,172.56 | $210,983.26 | 38.28% |
Moises Valladares Insigneo Advisory Services LLC | 4,119 | $918,368.27 | $933,221.23 | $14,852.96 | 1.62% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,010 | $624,876 | $677,219.9 | $52,343.9 | 8.38% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,886 | $889,708.54 | $1.1M | $206,147.97 | 23.17% |
| KLM Kate L. Miller STAR Financial Bank | 1,567 | $249,297.26 | $350,490.89 | $101,193.63 | 40.59% |