| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMG Kerina M. Graves Schear Investment Advisers LLC | 23,912 | $1.97M | $2.84M | $873,397.49 | 44.41% |
Joseph Gentili Riverview Capital Advisers LLC | 55,775 | $2.83M | $6.59M | $3.76M | 132.72% |
Timothy J. Videnka Forza Wealth Management LLC | 4,173 | $222,488.67 | $496,461.81 | $273,973.14 | 123.14% |
Kevin Gray Lodestar Private Asset Management LLC | 9,295 | $449,653.38 | $1.1M | $654,313.77 | 145.52% |
Amy Ardeel Icon Wealth Advisors LLC | 42,430 | $4.37M | $5.04M | $666,735.69 | 15.25% |
John J. Edwards Breed's Hi LLCapital LLC | 9,357 | $571,108.12 | $1.12M | $545,883.75 | 95.58% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,552 | $763,304.1 | $772,284.24 | $8,980.14 | 1.18% |
Matthew C. Jessup Jessup Wealth Management Inc. | 1,897 | $222,898.1 | $225,060.08 | $2,161.98 | 0.97% |
Crystal McKeon TSA Wealth Managment LLC | 3,612 | $448,205.38 | $425,746.44 | -$22,458.94 | -5.01% |
Jonathan Seed Seed Wealth Management Inc. | 4,085 | $211,471.67 | $482,479.35 | $271,007.68 | 128.15% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 6,888 | $565,258.39 | $819,327.6 | $254,069.21 | 44.95% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,522 | $255,344.88 | $300,244.1 | $44,899.22 | 17.58% |
Dean Pelos Commonwealth Retirement Investments LLC | 8,320 | $424,918.25 | $987,542.4 | $562,624.15 | 132.41% |
Andy Peters Goldstein Advisors LLC | 4,393 | $379,946.07 | $517,802.91 | $137,856.84 | 36.28% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,689 | $582,748.92 | $554,802.48 | -$27,946.44 | -4.8% |
Bepin Serraj Richard W. Paul & Associates LLC | 8,955 | $472,303.78 | $1.06M | $589,580.12 | 124.83% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 26,504 | $1.77M | $3.15M | $1.38M | 77.67% |
Jeffrey Hanson Breakwater Capital Group | 15,785 | $893,904.92 | $1.87M | $979,695.65 | 109.6% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 307 | $27,737.08 | $36,506.9 | $8,769.82 | 31.62% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,288 | $312,319.26 | $391,304.88 | $78,985.62 | 25.29% |