| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Snyder Beaumont Financial Advisors LLC | 3,290 | $344,942.44 | $388,022.6 | $43,080.16 | 12.49% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,282 | $249,075.46 | $387,079.08 | $138,003.62 | 55.41% |
Christopher Casanega Sharper & Granite LLC | 41,485 | $4.46M | $4.85M | $398,255 | 8.94% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,428 | $409,339.71 | $395,728.32 | -$13,611.39 | -3.33% |
| BG Becki Goebel TCP Asset Management LLC | 127,227 | $12.29M | $14.89M | $2.6M | 21.17% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 2,400 | $180,413.91 | $283,056 | $102,642.09 | 56.89% |
Amy Hart Phillips Wealth Planners LLC | 3,765 | $295,817.31 | $444,044.1 | $148,226.79 | 50.11% |
| SR Scott Register Register Financial Advisors LLC | 460 | $46,301.53 | $53,820 | $7,518.47 | 16.24% |
Bree Pate Olisti Co. Wealth LLC | 3,249 | $209,835.57 | $381,075.21 | $171,239.64 | 81.61% |
Kevin Gray Lodestar Private Asset Management LLC | 1,958 | $163,525.36 | $230,926.52 | $67,401.16 | 41.22% |
Amy Ardeel Icon Wealth Advisors LLC | 2,618 | $262,297.42 | $308,675.29 | $46,377.87 | 17.68% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 6,662 | $493,863.53 | $785,483.11 | $291,619.58 | 59.05% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,750 | $312,403.09 | $442,143.75 | $129,740.66 | 41.53% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 105,898 | $7.37M | $12.49M | $5.12M | 69.48% |
| WJW Walter J. West Milestone Asset Management LLC | 5,573 | $624,806.75 | $652,041 | $27,234.25 | 4.36% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 3,740 | $344,360.1 | $440,964.7 | $96,604.6 | 28.05% |
| MV Moises Valladares Insigneo Advisory Services LLC | 4,940 | $425,998.65 | $582,944.7 | $156,946.05 | 36.84% |
John Canning Mi LLCreek Capital Advisors LLC | 4,518 | $304,309.18 | $533,191.77 | $228,882.59 | 75.21% |
| KLM Kate L. Miller STAR Financial Bank | 2,792 | $180,307.36 | $329,497.88 | $149,190.52 | 82.74% |
| FFL Financial Freedom LLC Financial Freedom LLC | 18,909 | $1.23M | $2.23M | $1M | 81.65% |