| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 862 | $500,611 | $410,441.29 | -$90,169.71 | -18.01% |
Belena Vincetti Fortis Capital Advisors LLC | 3,516 | $602,674.59 | $1.67M | $1.07M | 177.79% |
Jeffrey D. Munjack JDM Financial Group LLC | 89 | $7,452.8 | $42,377.35 | $34,924.55 | 468.61% |
Patrick D. Hayes Canopy Partners LLC | 3,096 | $605,881.89 | $1.47M | $868,278.48 | 143.31% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 619 | $359,583 | $294,736.84 | -$64,846.16 | -18.03% |
Marc White Clarendon Private LLC | 2,655 | $951,181.97 | $1.26M | $312,996.25 | 32.91% |
Sheryl Stephens Stephens Consulting LLC | 1,013 | $216,945 | $482,339.94 | $265,394.94 | 122.33% |
Cornell P. Abod Beacon Investment Advisors LLC | 10,882 | $1.76M | $5.18M | $3.42M | 193.81% |
Dennis Wallace Fortune Financial Advisors LLC | 4,407 | $896,516.44 | $2.1M | $1.2M | 134.06% |
| JS Jeffrey Starkey Kooman & Associates | 510 | $296,264 | $242,836.49 | -$53,427.51 | -18.03% |
| BG Becki Goebel TCP Asset Management LLC | 1,155 | $670,951 | $549,953.24 | -$120,997.76 | -18.03% |
Nelson J. Lam LAM GROUP Inc. | 172 | $62,168.72 | $81,897.8 | $19,729.08 | 31.73% |
Lucas Mosher SP Asset Management LLC | 43,377 | $2.97M | $20.65M | $17.68M | 595.44% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 2,499 | $508,372 | $1.19M | $681,526.83 | 134.06% |
| BP Brett Pohl Kingdom Financial Group LLC | 123 | $25,773.05 | $59,468.04 | $33,694.99 | 130.74% |
Stephen Smith Kestra Investment Management LLC | 4,636 | $1.98M | $2.4M | $419,189.86 | 21.12% |
Sue Oleari Trifecta Capital Advisors LLC | 31,682 | $4.02M | $15.09M | $11.06M | 274.88% |
Amy Hart Phillips Wealth Planners LLC | 2,708 | $416,751.71 | $1.31M | $892,512.16 | 214.16% |
Scott Register Register Financial Advisors LLC | 2,979 | $486,716.37 | $1.42M | $931,734.45 | 191.43% |
Bree Pate Olisti Co. Wealth LLC | 2,229 | $326,015.3 | $1.06M | $735,323.03 | 225.55% |