| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 34,036 | $1.64M | $1.91M | $264,202.06 | 16.07% |
Scott Register Register Financial Advisors LLC | 7,114 | $291,505.06 | $398,526.28 | $107,021.22 | 36.71% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 9,315 | $376,429.46 | $521,686.57 | $145,257.11 | 38.59% |
Bree Pate Olisti Co. Wealth LLC | 1,132 | $62,000 | $63,386.34 | $1,386.34 | 2.24% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 34,007 | $1.7M | $1.89M | $196,844.04 | 11.6% |
Joseph Gentili Riverview Capital Advisers LLC | 7,610 | $297,340.64 | $424,790.2 | $127,449.56 | 42.86% |
Kevin Gray Lodestar Private Asset Management LLC | 3,737 | $200,359 | $209,589.64 | $9,230.64 | 4.61% |
Amy Ardeel Icon Wealth Advisors LLC | 10,797 | $551,736.37 | $604,739.97 | $53,003.6 | 9.61% |
John J. Edwards Breed's Hi LLCapital LLC | 9,100 | $342,160 | $510,282.5 | $168,122.5 | 49.14% |
Steve Alexandrowski GEM Asset Management LLC | 5,811 | $297,360.08 | $325,590.33 | $28,230.25 | 9.49% |
Dean Pelos Commonwealth Retirement Investments LLC | 73 | $3,914 | $4,088.73 | $174.73 | 4.46% |
Bepin Serraj Richard W. Paul & Associates LLC | 6,508 | $215,872.43 | $364,220.22 | $148,347.79 | 68.72% |
Jeffrey Hanson Breakwater Capital Group | 24,333 | $931,495.01 | $1.36M | $431,396.32 | 46.31% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,213 | $90,969.26 | $123,374.75 | $32,405.49 | 35.62% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,623 | $467,149.79 | $651,236.69 | $184,086.9 | 39.41% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2M | $74.78M | $112.13M | $37.34M | 49.93% |
Walter J. West Milestone Asset Management LLC | 39,878 | $2.09M | $2.24M | $142,693.84 | 6.82% |
Paul L. Moffat Arista Wealth Management LLC | 6,215 | $255,621.94 | $347,636.02 | $92,014.08 | 36% |
Moises Valladares Insigneo Advisory Services LLC | 44,443 | $1.89M | $2.47M | $578,552.06 | 30.53% |
| NH Nathaniel Holden Core Wealth Partners LLC | 22,884 | $1.06M | $1.28M | $223,507.78 | 21.1% |