| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Langford Left Brain Wealth Management LLC | 28,283 | $4.24M | $8.97M | $4.73M | 111.46% |
Michael Snyder Beaumont Financial Advisors LLC | 2,767 | $295,341.4 | $877,664.73 | $582,323.33 | 197.17% |
| TA Thomas Anderman Whitford Management LLC | 5,895 | $1.58M | $1.87M | $286,629.65 | 18.1% |
Erik Brenner Hilltop Partners LLC | 1,725 | $433,086.2 | $547,066.5 | $113,980.3 | 26.32% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 896 | $334,862.09 | $284,363.52 | -$50,498.57 | -15.08% |
Holly Skipper Verum Partners LLC | 3,528 | $396,510.8 | $1.12M | $722,359.12 | 182.18% |
Belena Vincetti Fortis Capital Advisors LLC | 5,800 | $2.09M | $1.84M | -$251,767.03 | -12.04% |
Jeffrey D. Munjack JDM Financial Group LLC | 308 | $33,852.46 | $97,694.52 | $63,842.06 | 188.59% |
Patrick D. Hayes Canopy Partners LLC | 3,583 | $743,180.55 | $1.14M | $393,490.37 | 52.95% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 658 | $245,914 | $208,829.46 | -$37,084.54 | -15.08% |
Marc White Clarendon Private LLC | 671 | $190,409.65 | $212,868.04 | $22,458.39 | 11.79% |
Sheryl Stephens Stephens Consulting LLC | 143 | $25,380.95 | $45,358.17 | $19,977.22 | 78.71% |
Dennis Wallace Fortune Financial Advisors LLC | 1,217 | $356,095.66 | $385,959.38 | $29,863.72 | 8.39% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,532 | $1.06M | $1.12M | $59,622.59 | 5.62% |
Stephen Smith Kestra Investment Management LLC | 865 | $323,162 | $274,369.35 | -$48,792.65 | -15.1% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 9,318 | $1.31M | $2.96M | $1.65M | 126.06% |
Sue Oleari Trifecta Capital Advisors LLC | 621 | $62,869.36 | $196,974.99 | $134,105.63 | 213.31% |
Scott Register Register Financial Advisors LLC | 2,846 | $251,068.8 | $902,722.74 | $651,653.94 | 259.55% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 764 | $198,710.61 | $242,470.68 | $43,760.07 | 22.02% |
Bree Pate Olisti Co. Wealth LLC | 530 | $163,256 | $168,206.1 | $4,950.1 | 3.03% |