| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 5,753 | $313,872.94 | $326,540.28 | $12,667.34 | 4.04% |
Amy Hart Phillips Wealth Planners LLC | 32,820 | $1.58M | $1.86M | $286,993.73 | 18.21% |
| SR Scott Register Register Financial Advisors LLC | 7,114 | $291,505.06 | $399,664.52 | $108,159.46 | 37.1% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 7,176 | $262,099.91 | $407,309.76 | $145,209.85 | 55.4% |
Bree Pate Olisti Co. Wealth LLC | 1,132 | $62,000 | $63,997.62 | $1,997.62 | 3.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 13,757 | $611,741.14 | $780,847.32 | $169,106.18 | 27.64% |
Joseph Gentili Riverview Capital Advisers LLC | 7,607 | $297,179.8 | $431,773.32 | $134,593.52 | 45.29% |
Amy Ardeel Icon Wealth Advisors LLC | 10,785 | $551,094.97 | $612,695.85 | $61,600.88 | 11.18% |
John J. Edwards Breed's Hi LLCapital LLC | 9,100 | $342,160 | $516,516 | $174,356 | 50.96% |
| SA Steve Alexandrowski GEM Asset Management LLC | 10,622 | $526,010.86 | $602,904.72 | $76,893.86 | 14.62% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 16,605 | $585,335.08 | $943,330.05 | $357,994.97 | 61.16% |
Bepin Serraj Richard W. Paul & Associates LLC | 6,547 | $217,166.08 | $371,935.07 | $154,768.99 | 71.27% |
Jeffrey Hanson Breakwater Capital Group | 24,741 | $945,449.16 | $1.41M | $460,087.05 | 48.66% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,933 | $75,956.55 | $109,813.73 | $33,857.18 | 44.57% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,228 | $446,011.23 | $637,862.68 | $191,851.45 | 43.01% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2.01M | $74.93M | $113.99M | $39.05M | 52.12% |
| WJW Walter J. West Milestone Asset Management LLC | 14,274 | $723,471.9 | $801,913.32 | $78,441.42 | 10.84% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 6,215 | $255,621.94 | $353,074.15 | $97,452.21 | 38.12% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 29,431 | $1.43M | $1.67M | $242,346.39 | 16.97% |
| MV Moises Valladares Insigneo Advisory Services LLC | 63,762 | $2.55M | $3.62M | $1.07M | 42.07% |