| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Register Register Financial Advisors LLC | 10,778 | $401,382.18 | $784,638.4 | $383,256.22 | 95.48% |
Bree Pate Olisti Co. Wealth LLC | 10,401 | $695,544.59 | $757,192.8 | $61,648.21 | 8.86% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 145,385 | $8.32M | $10.58M | $2.26M | 27.14% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 2,928 | $158,463.65 | $218,340.96 | $59,877.31 | 37.79% |
Amy Ardeel Icon Wealth Advisors LLC | 101,494 | $5.5M | $7.39M | $1.89M | 34.36% |
John J. Edwards Breed's Hi LLCapital LLC | 4,696 | $283,913.03 | $341,868.8 | $57,955.77 | 20.41% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 9,316 | $692,530.58 | $644,853.52 | -$47,677.06 | -6.88% |
Dean Pelos Commonwealth Retirement Investments LLC | 500 | $37,170 | $36,400 | -$770 | -2.07% |
Paul L. Moffat Arista Wealth Management LLC | 15,883 | $997,611.27 | $1.18M | $186,784.04 | 18.72% |
Moises Valladares Insigneo Advisory Services LLC | 7,488 | $335,060.62 | $523,074.24 | $188,013.62 | 56.11% |
John Canning Mi LLCreek Capital Advisors LLC | 6,032 | $227,745.35 | $449,806.24 | $222,060.89 | 97.5% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,934 | $286,317.04 | $293,358.38 | $7,041.34 | 2.46% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,347 | $310,648.61 | $534,861.6 | $224,212.99 | 72.18% |
Ashley Buboltz Moran Wealth Management LLC | 159,843 | $11.63M | $11.64M | $3,196.75 | 0.03% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 5,884 | $437,452 | $438,769.88 | $1,317.88 | 0.3% |
Jeffrey Rosenthal Viawealth LLC | 13,547 | $442,038.62 | $1.01M | $568,161.17 | 128.53% |
Andrew Lewis Genesis Private Wealth LLC | 3,158 | $234,766 | $235,492.06 | $726.06 | 0.31% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 12,209 | $758,964.85 | $846,083.7 | $87,118.85 | 11.48% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 68,048 | $3.89M | $5.07M | $1.18M | 30.33% |
David Smith Linden Thomas Advisory Services LLC | 76,267 | $3.44M | $5.55M | $2.11M | 61.25% |