| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 10,537 | $552,105.26 | $1.2M | $645,319.42 | 116.88% |
Erik Brenner Hilltop Partners LLC | 15,922 | $878,517.16 | $1.81M | $930,858.92 | 105.96% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,561 | $189,516.42 | $404,672.04 | $215,155.62 | 113.53% |
Holly Skipper Verum Partners LLC | 7,751 | $619,757.5 | $891,907.57 | $272,150.07 | 43.91% |
Belena Vincetti Fortis Capital Advisors LLC | 13,314 | $900,044.46 | $1.51M | $612,958.5 | 68.1% |
Jeffrey D. Munjack JDM Financial Group LLC | 400 | $24,180.88 | $45,456 | $21,275.12 | 87.98% |
Patrick D. Hayes Canopy Partners LLC | 16,917 | $945,816.91 | $1.95M | $1M | 105.82% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 4,765 | $266,297.32 | $519,099.1 | $252,801.78 | 94.93% |
Marc White Clarendon Private LLC | 3,963 | $309,499.3 | $450,355.32 | $140,856.02 | 45.51% |
Sheryl Stephens Stephens Consulting LLC | 2,609 | $162,891.43 | $296,486.76 | $133,595.33 | 82.01% |
Cornell P. Abod Beacon Investment Advisors LLC | 52,891 | $2.55M | $6.09M | $3.54M | 138.69% |
Dennis Wallace Fortune Financial Advisors LLC | 3,776 | $293,081.92 | $434,504.32 | $141,422.4 | 48.25% |
Nelson J. Lam LAM GROUP Inc. | 42 | $3,259 | $4,772.88 | $1,513.88 | 46.45% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 45,333 | $2.24M | $4.94M | $2.7M | 120.19% |
Lucas Mosher SP Asset Management LLC | 9,805 | $613,323.09 | $1.11M | $500,917.11 | 81.67% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,464 | $397,988.64 | $593,909.48 | $195,920.84 | 49.23% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 137,166 | $6.52M | $14.92M | $8.41M | 129.01% |
Stephen Smith Kestra Investment Management LLC | 51,908 | $3.24M | $5.9M | $2.66M | 82.11% |
Sue Oleari Trifecta Capital Advisors LLC | 11,535 | $667,790.57 | $1.31M | $643,046.83 | 96.29% |
Amy Hart Phillips Wealth Planners LLC | 2,837 | $143,355.57 | $326,453.59 | $183,098.02 | 127.72% |