| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Casanega Sharper & Granite LLC | 41,485 | $4.46M | $4.82M | $360,503.48 | 8.09% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,428 | $409,339.71 | $397,956.51 | -$11,383.2 | -2.78% |
| BG Becki Goebel TCP Asset Management LLC | 135,997 | $13.31M | $15.79M | $2.47M | 18.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 28 | $3,284 | $3,354.68 | $70.68 | 2.15% |
Sue Oleari Trifecta Capital Advisors LLC | 2,400 | $180,413.91 | $278,615.99 | $98,202.08 | 54.43% |
Amy Hart Phillips Wealth Planners LLC | 3,970 | $319,882.24 | $475,645.7 | $155,763.46 | 48.69% |
Scott Register Register Financial Advisors LLC | 460 | $46,301.53 | $53,401.4 | $7,099.87 | 15.33% |
Bree Pate Olisti Co. Wealth LLC | 2,399 | $154,950.22 | $278,499.9 | $123,549.68 | 79.74% |
Kevin Gray Lodestar Private Asset Management LLC | 1,943 | $162,318.01 | $225,562.86 | $63,244.85 | 38.96% |
Amy Ardeel Icon Wealth Advisors LLC | 2,618 | $262,297.42 | $303,923.61 | $41,626.19 | 15.87% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,722 | $310,149.31 | $445,932.82 | $135,783.51 | 43.78% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 104,323 | $7.27M | $12.11M | $4.85M | 66.69% |
Walter J. West Milestone Asset Management LLC | 8,917 | $1.02M | $1.04M | $18,178.46 | 1.79% |
Paul L. Moffat Arista Wealth Management LLC | 3,740 | $344,360.1 | $434,176.59 | $89,816.49 | 26.08% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,740 | $204,067 | $201,996.59 | -$2,070.41 | -1.01% |
Moises Valladares Insigneo Advisory Services LLC | 5,053 | $439,251.3 | $597,264.6 | $158,013.3 | 35.97% |
John Canning Mi LLCreek Capital Advisors LLC | 4,518 | $304,309.18 | $524,494.6 | $220,185.42 | 72.36% |
| KLM Kate L. Miller STAR Financial Bank | 2,792 | $180,307.36 | $334,509.52 | $154,202.16 | 85.52% |
| FFL Financial Freedom LLC Financial Freedom LLC | 18,857 | $1.23M | $2.19M | $964,009.45 | 78.69% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,158 | $235,184.17 | $250,522.21 | $15,338.04 | 6.52% |