| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 2,344 | $361,217.02 | $421,544.96 | $60,327.94 | 16.7% |
Loni Adams Daymark Wealth Partners LLC | 2,347 | $352,007.85 | $422,084.48 | $70,076.63 | 19.91% |
Brian Matter Creative Capital Management Investments LLC | 646 | $119,658.58 | $116,176.64 | -$3,481.94 | -2.91% |
Michael Snyder Beaumont Financial Advisors LLC | 8,440 | $878,073.84 | $1.52M | $639,775.76 | 72.86% |
Holly Skipper Verum Partners LLC | 2,276 | $232,734.71 | $409,315.84 | $176,581.13 | 75.87% |
Christopher Casanega Sharper & Granite LLC | 61,921 | $6.61M | $11.14M | $4.53M | 68.45% |
Jeffrey D. Munjack JDM Financial Group LLC | 75 | $7,365.75 | $13,974 | $6,608.25 | 89.72% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,520 | $701,125.19 | $812,876.8 | $111,751.61 | 15.94% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 57,580 | $6.99M | $10.36M | $3.36M | 48.09% |
| BP Brett Pohl Kingdom Financial Group LLC | 67 | $12,366 | $12,404.38 | $38.38 | 0.31% |
Sue Oleari Trifecta Capital Advisors LLC | 205 | $31,800 | $36,867.2 | $5,067.2 | 15.93% |
Scott Register Register Financial Advisors LLC | 528 | $64,694.54 | $94,955.52 | $30,260.98 | 46.78% |
Bree Pate Olisti Co. Wealth LLC | 7,494 | $749,421.28 | $1.35M | $598,299.68 | 79.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,943 | $515,751.22 | $918,804.84 | $403,053.62 | 78.15% |
Amy Ardeel Icon Wealth Advisors LLC | 7,110 | $910,118.41 | $1.28M | $368,543.99 | 40.49% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,712 | $282,951.37 | $502,099.68 | $219,148.31 | 77.45% |
Jeffrey Hanson Breakwater Capital Group | 3,502 | $410,193.49 | $629,799.68 | $219,606.19 | 53.54% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 34,207 | $4.45M | $6.15M | $1.7M | 38.27% |
Paul L. Moffat Arista Wealth Management LLC | 2,777 | $339,926.38 | $499,415.68 | $159,489.3 | 46.92% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,589 | $355,226.58 | $645,445.76 | $290,219.18 | 81.7% |