| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,419 | $840,675.29 | $1.35M | $510,056.63 | 60.67% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,821 | $2.2M | $2.69M | $487,060.72 | 22.16% |
Holly Skipper Verum Partners LLC | 955 | $738,880.51 | $909,054.96 | $170,174.45 | 23.03% |
Christopher Casanega Sharper & Granite LLC | 1,871 | $1.19M | $1.78M | $586,888.29 | 49.15% |
Belena Vincetti Fortis Capital Advisors LLC | 4,067 | $3.51M | $3.87M | $362,611.57 | 10.33% |
Jeffrey D. Munjack JDM Financial Group LLC | 220 | $133,345.48 | $209,415.8 | $76,070.32 | 57.05% |
Patrick D. Hayes Canopy Partners LLC | 2,357 | $1.76M | $2.24M | $478,701.84 | 27.12% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,707 | $950,005.53 | $1.62M | $674,870.72 | 71.04% |
Adam Laibson Mainsail Financial Group LLC | 3,047 | $2.1M | $2.9M | $805,322.86 | 38.44% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 771 | $655,342 | $730,746.07 | $75,404.07 | 11.51% |
Marc White Clarendon Private LLC | 885 | $823,431.95 | $842,422.66 | $18,990.71 | 2.31% |
Sheryl Stephens Stephens Consulting LLC | 309 | $187,856.42 | $294,134.01 | $106,277.59 | 56.57% |
Cornell P. Abod Beacon Investment Advisors LLC | 5,717 | $2.64M | $5.44M | $2.8M | 105.95% |
Nelson J. Lam LAM GROUP Inc. | 38 | $37,864 | $36,171.82 | -$1,692.18 | -4.47% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,948 | $1.54M | $1.85M | $315,071.46 | 20.47% |
Lucas Mosher SP Asset Management LLC | 327 | $234,471.35 | $311,268.03 | $76,796.68 | 32.75% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 967 | $963,548 | $920,477.64 | -$43,070.36 | -4.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 153 | $138,871.74 | $145,011.87 | $6,140.13 | 4.42% |
Stephen Smith Kestra Investment Management LLC | 1,586 | $1.48M | $1.5M | $22,099.4 | 1.49% |
Sue Oleari Trifecta Capital Advisors LLC | 17,396 | $9.75M | $16.56M | $6.81M | 69.92% |