| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Brenner Hilltop Partners LLC | 3,151 | $2.86M | $2.99M | $128,926.57 | 4.51% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 588 | $291,838.47 | $557,829.72 | $265,991.25 | 91.14% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,812 | $1.34M | $1.72M | $377,735.97 | 28.16% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 525 | $272,634.28 | $498,093.75 | $225,459.47 | 82.7% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,419 | $840,675.29 | $1.35M | $505,600.96 | 60.14% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,821 | $2.2M | $2.68M | $478,202.75 | 21.75% |
Holly Skipper Verum Partners LLC | 955 | $738,880.51 | $906,056.25 | $167,175.74 | 22.63% |
Christopher Casanega Sharper & Granite LLC | 1,871 | $1.19M | $1.78M | $581,013.33 | 48.66% |
Belena Vincetti Fortis Capital Advisors LLC | 4,067 | $3.51M | $3.86M | $349,841.15 | 9.97% |
| YG Youse Guia DoubleLine ETF Adviser LP | 5,714 | $5.35M | $5.42M | $75,881.5 | 1.42% |
Jeffrey D. Munjack JDM Financial Group LLC | 220 | $133,345.48 | $208,725 | $75,379.52 | 56.53% |
Patrick D. Hayes Canopy Partners LLC | 2,357 | $1.76M | $2.24M | $471,300.84 | 26.7% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,699 | $946,354.31 | $1.61M | $662,462.74 | 70% |
Adam Laibson Mainsail Financial Group LLC | 3,047 | $2.1M | $2.89M | $795,755.25 | 37.98% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 771 | $655,342 | $731,486.25 | $76,144.25 | 11.62% |
Marc White Clarendon Private LLC | 885 | $823,431.95 | $839,643.75 | $16,211.8 | 1.97% |
Sheryl Stephens Stephens Consulting LLC | 309 | $187,856.42 | $292,562.74 | $104,706.32 | 55.74% |
Cornell P. Abod Beacon Investment Advisors LLC | 5,696 | $2.63M | $5.4M | $2.77M | 105.26% |
Nelson J. Lam LAM GROUP Inc. | 38 | $37,864 | $36,003.1 | -$1,860.9 | -4.91% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,948 | $1.54M | $1.85M | $306,422.32 | 19.91% |