| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 462 | $26,559.74 | $26,555.76 | -$3.98 | -0.01% |
Scott Register Register Financial Advisors LLC | 674 | $29,225.34 | $40,136.7 | $10,911.36 | 37.34% |
Bree Pate Olisti Co. Wealth LLC | 1,390 | $63,801.97 | $82,774.5 | $18,972.53 | 29.74% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 58,563 | $2.58M | $3.57M | $992,907.24 | 38.47% |
Timothy J. Videnka Forza Wealth Management LLC | 28,700 | $1.26M | $1.71M | $453,890.5 | 36.16% |
Kevin Gray Lodestar Private Asset Management LLC | 14,570 | $655,134 | $867,643.5 | $212,509.5 | 32.44% |
Steve Alexandrowski GEM Asset Management LLC | 6,051 | $284,676.13 | $360,337.05 | $75,660.92 | 26.58% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 12,321 | $595,256.87 | $733,715.55 | $138,458.68 | 23.26% |
Walter J. West Milestone Asset Management LLC | 12,106 | $601,183.61 | $720,912.3 | $119,728.69 | 19.92% |
David Bach River Street Advisors LLC | 5,533 | $241,905.54 | $329,490.15 | $87,584.61 | 36.21% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 22,119 | $971,505.11 | $1.32M | $345,681.34 | 35.58% |
Moises Valladares Insigneo Advisory Services LLC | 57,191 | $2.44M | $3.54M | $1.1M | 44.83% |
John Canning Mi LLCreek Capital Advisors LLC | 3,917 | $175,130.71 | $233,257.35 | $58,126.64 | 33.19% |
Scott Highmark Mosaic Family Wealth Partners LLC | 19,894 | $1.14M | $1.18M | $44,906.22 | 3.94% |
Scott Paschal Financial Partners Group LLC | 9,616 | $411,853.28 | $572,632.8 | $160,779.52 | 39.04% |
Brendan G. Moody Watershed Private Wealth LLC | 5,938 | $259,698.43 | $353,607.9 | $93,909.47 | 36.16% |
Steven Trigili Garden State Investment Advisory Services LLC | 39,064 | $2.13M | $2.35M | $225,137.83 | 10.59% |
| FFL Financial Freedom LLC Financial Freedom LLC | 118,822 | $5.18M | $7.08M | $1.89M | 36.5% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,022 | $44,893.39 | $58,744.56 | $13,851.17 | 30.85% |
Richard W. Lowrie Park Edge Advisors LLC | 22,362 | $1.37M | $1.33M | -$38,238.85 | -2.79% |