| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,610 | $466,656.55 | $513,726.3 | $47,069.75 | 10.09% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 5,556 | $555,048.71 | $1.09M | $538,538.77 | 97.03% |
Xenia Woltmann Rochester Wealth Strategies LLC | 8,065 | $1.26M | $1.59M | $326,683.24 | 25.91% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,989 | $272,120.56 | $391,494.87 | $119,374.31 | 43.87% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,068 | $338,581.87 | $407,044.44 | $68,462.57 | 20.22% |
Holly Skipper Verum Partners LLC | 5,723 | $974,652.64 | $1.13M | $151,805.45 | 15.58% |
Belena Vincetti Fortis Capital Advisors LLC | 5,746 | $1.06M | $1.13M | $74,130.71 | 7.01% |
Jeffrey D. Munjack JDM Financial Group LLC | 266 | $43,660.77 | $53,918.2 | $10,257.43 | 23.49% |
Patrick D. Hayes Canopy Partners LLC | 6,863 | $1.03M | $1.35M | $324,479.71 | 31.61% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 2,537 | $384,265.45 | $499,357.71 | $115,092.26 | 29.95% |
Adam Laibson Mainsail Financial Group LLC | 7,178 | $1.17M | $1.41M | $247,100 | 21.2% |
Marc White Clarendon Private LLC | 1,564 | $323,611.21 | $307,842.12 | -$15,769.09 | -4.87% |
Sheryl Stephens Stephens Consulting LLC | 602 | $81,932.48 | $118,491.66 | $36,559.18 | 44.62% |
Cornell P. Abod Beacon Investment Advisors LLC | 6,854 | $1.15M | $1.35M | $194,320.3 | 16.85% |
Dennis Wallace Fortune Financial Advisors LLC | 10,652 | $1.82M | $2.1M | $279,858.46 | 15.4% |
| JS Jeffrey Starkey Kooman & Associates | 2,352 | $414,935.35 | $462,944.16 | $48,008.81 | 11.57% |
| BG Becki Goebel TCP Asset Management LLC | 3,852 | $662,399.46 | $758,189.16 | $95,789.7 | 14.46% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 17,607 | $3.07M | $3.47M | $392,972.18 | 12.79% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 3,868 | $800,289 | $761,338.44 | -$38,950.56 | -4.87% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,442 | $534,836.4 | $642,105.1 | $107,268.7 | 20.06% |