| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 5,555 | $701,839.38 | $1.02M | $317,336.47 | 45.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,498 | $688,004.09 | $826,867.34 | $138,863.25 | 20.18% |
Stephen Smith Kestra Investment Management LLC | 2,321 | $442,287 | $427,180.05 | -$15,106.95 | -3.42% |
Sue Oleari Trifecta Capital Advisors LLC | 20,187 | $1.28M | $3.72M | $2.44M | 190.97% |
Amy Hart Phillips Wealth Planners LLC | 13,679 | $1.08M | $2.54M | $1.46M | 135.25% |
Scott Register Register Financial Advisors LLC | 2,836 | $194,661.46 | $524,206.24 | $329,544.78 | 169.29% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,872 | $357,065.43 | $543,597.8 | $186,532.37 | 52.24% |
Bree Pate Olisti Co. Wealth LLC | 1,642 | $127,860.39 | $304,081.98 | $176,221.59 | 137.82% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 44,474 | $5.42M | $8.18M | $2.77M | 51.13% |
Timothy J. Videnka Forza Wealth Management LLC | 7,810 | $599,176 | $1.45M | $850,906.7 | 142.01% |
Kevin Gray Lodestar Private Asset Management LLC | 83,529 | $5.79M | $15.51M | $9.72M | 167.86% |
Amy Ardeel Icon Wealth Advisors LLC | 7,500 | $865,651.18 | $1.39M | $522,223.82 | 60.33% |
Steve Alexandrowski GEM Asset Management LLC | 1,176 | $149,892.96 | $222,440.4 | $72,547.44 | 48.4% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,050 | $392,309.91 | $566,507 | $174,197.09 | 44.4% |
Matthew C. Jessup Jessup Wealth Management Inc. | 31,423 | $4.02M | $5.89M | $1.87M | 46.57% |
Crystal McKeon TSA Wealth Managment LLC | 1,394 | $265,585 | $263,675.1 | -$1,909.9 | -0.72% |
Jonathan Seed Seed Wealth Management Inc. | 1,422 | $270,919 | $268,722.45 | -$2,196.55 | -0.81% |
Matthew Keyes Heritage Wealth Partners LLC | 6,770 | $665,758.73 | $1.27M | $606,798.17 | 91.14% |
Andy Peters Goldstein Advisors LLC | 24,720 | $3.63M | $4.68M | $1.04M | 28.68% |
Robin Sherwood HTG Investment Advisors Inc. | 7,036 | $537,992.33 | $1.32M | $782,700.05 | 145.49% |