| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 1,430 | $66,261.97 | $96,939.7 | $30,677.73 | 46.3% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 58,563 | $2.58M | $3.98M | $1.39M | 54.01% |
Timothy J. Videnka Forza Wealth Management LLC | 28,700 | $1.26M | $1.93M | $675,741.5 | 53.84% |
Kevin Gray Lodestar Private Asset Management LLC | 14,570 | $655,134 | $980,706.7 | $325,572.7 | 49.7% |
Steve Alexandrowski GEM Asset Management LLC | 6,088 | $286,951.54 | $405,156.4 | $118,204.86 | 41.19% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,684 | $142,547 | $182,176.5 | $39,629.5 | 27.8% |
Walter J. West Milestone Asset Management LLC | 11,979 | $595,188.58 | $797,322.24 | $202,133.66 | 33.96% |
David Bach River Street Advisors LLC | 5,533 | $241,905.54 | $372,647.55 | $130,742.01 | 54.05% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 22,119 | $971,505.11 | $1.47M | $494,652.8 | 50.92% |
Moises Valladares Insigneo Advisory Services LLC | 57,191 | $2.44M | $3.9M | $1.45M | 59.42% |
John Canning Mi LLCreek Capital Advisors LLC | 3,917 | $175,130.71 | $264,397.5 | $89,266.79 | 50.97% |
Scott Highmark Mosaic Family Wealth Partners LLC | 19,894 | $1.14M | $1.35M | $210,225.36 | 18.44% |
Scott Paschal Financial Partners Group LLC | 9,616 | $411,853.28 | $639,223.6 | $227,370.32 | 55.21% |
Brendan G. Moody Watershed Private Wealth LLC | 5,938 | $259,698.43 | $395,173.9 | $135,475.47 | 52.17% |
Steven Trigili Garden State Investment Advisory Services LLC | 39,064 | $2.13M | $2.65M | $520,656.99 | 24.49% |
| FFL Financial Freedom LLC Financial Freedom LLC | 118,822 | $5.18M | $7.87M | $2.69M | 51.86% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,022 | $44,893.39 | $69,209.84 | $24,316.45 | 54.16% |
Richard W. Lowrie Park Edge Advisors LLC | 22,362 | $1.37M | $1.51M | $135,290.27 | 9.88% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 3,736 | $228,867.35 | $254,515 | $25,647.65 | 11.21% |
Paul B. Ordonio Park Place Capital Corp. | 2,896 | $175,490.15 | $192,772.24 | $17,282.09 | 9.85% |