| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 4,276 | $441,315.97 | $684,587.64 | $243,271.67 | 55.12% |
Bree Pate Olisti Co. Wealth LLC | 9,509 | $1.3M | $1.48M | $178,075.96 | 13.7% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 112,856 | $13.24M | $18.03M | $4.79M | 36.16% |
Joseph Gentili Riverview Capital Advisers LLC | 5,630 | $445,995.43 | $899,392.5 | $453,397.07 | 101.66% |
Timothy J. Videnka Forza Wealth Management LLC | 27,198 | $3.02M | $4.23M | $1.21M | 40.06% |
Kevin Gray Lodestar Private Asset Management LLC | 10,462 | $1.15M | $1.63M | $474,129.25 | 41.15% |
Amy Ardeel Icon Wealth Advisors LLC | 155,708 | $21.29M | $23.61M | $2.32M | 10.91% |
John J. Edwards Breed's Hi LLCapital LLC | 6,063 | $648,612.32 | $942,432.72 | $293,820.4 | 45.3% |
Steve Alexandrowski GEM Asset Management LLC | 3,158 | $369,324.58 | $490,879.52 | $121,554.94 | 32.91% |
| DW Donald Windle Windle Wealth LLC | 71,845 | $8.04M | $11.17M | $3.13M | 38.98% |
Matthew C. Jessup Jessup Wealth Management Inc. | 2,556 | $275,360.41 | $408,423.24 | $133,062.83 | 48.32% |
Crystal McKeon TSA Wealth Managment LLC | 3,681 | $420,294.16 | $572,174.64 | $151,880.48 | 36.14% |
Jonathan Seed Seed Wealth Management Inc. | 2,676 | $298,593.29 | $415,957.44 | $117,364.15 | 39.31% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 7,016 | $792,129.24 | $1.09M | $298,437.8 | 37.68% |
Ashley Goggins Hidden Cove Wealth Management LLC | 4,008 | $472,090.65 | $623,003.52 | $150,912.87 | 31.97% |
Dean Pelos Commonwealth Retirement Investments LLC | 78,529 | $8.83M | $12.21M | $3.38M | 38.28% |
Matthew Keyes Heritage Wealth Partners LLC | 10,193 | $1.16M | $1.58M | $425,321.71 | 36.69% |
Andy Peters Goldstein Advisors LLC | 4,932 | $586,744.41 | $766,630.08 | $179,885.67 | 30.66% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 20,717 | $2.29M | $3.22M | $930,503.6 | 40.64% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 1,631 | $276,538.07 | $247,308.53 | -$29,229.54 | -10.57% |