| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,917 | $1.62M | $1.5M | -$124,267.4 | -7.66% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 15,833 | $6.21M | $5.95M | -$253,977.81 | -4.09% |
Belena Vincetti Fortis Capital Advisors LLC | 11,981 | $3.49M | $4.5M | $1.01M | 28.93% |
Jeffrey D. Munjack JDM Financial Group LLC | 171 | $31,646.13 | $64,294.29 | $32,648.16 | 103.17% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,067 | $224,870.92 | $401,181.32 | $176,310.4 | 78.41% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 543 | $215,084.96 | $206,931.87 | -$8,153.09 | -3.79% |
Sheryl Stephens Stephens Consulting LLC | 1,539 | $261,937.9 | $578,648.59 | $316,710.69 | 120.91% |
Dennis Wallace Fortune Financial Advisors LLC | 847 | $341,858.86 | $323,274.5 | -$18,584.36 | -5.44% |
| BG Becki Goebel TCP Asset Management LLC | 839 | $142,354.94 | $315,455.6 | $173,100.66 | 121.6% |
Nelson J. Lam LAM GROUP Inc. | 2,755 | $485,670.06 | $1.04M | $550,182.36 | 113.28% |
| BP Brett Pohl Kingdom Financial Group LLC | 57 | $22,589.54 | $21,703.03 | -$886.51 | -3.92% |
Stephen Smith Kestra Investment Management LLC | 1,269 | $411,442.43 | $477,131.3 | $65,688.87 | 15.97% |
Sue Oleari Trifecta Capital Advisors LLC | 2,877 | $907,696.97 | $1.08M | $174,026.23 | 19.17% |
Scott Register Register Financial Advisors LLC | 716 | $219,020.56 | $269,208.83 | $50,188.27 | 22.91% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 55,979 | $13.64M | $21.05M | $7.41M | 54.28% |
Timothy J. Videnka Forza Wealth Management LLC | 2,510 | $485,301.73 | $957,991.73 | $472,690 | 97.4% |
Kevin Gray Lodestar Private Asset Management LLC | 12,767 | $2.18M | $4.8M | $2.62M | 120.37% |
Amy Ardeel Icon Wealth Advisors LLC | 929 | $368,171.99 | $349,294.7 | -$18,877.29 | -5.13% |
John J. Edwards Breed's Hi LLCapital LLC | 3,567 | $763,083.03 | $1.34M | $578,073.3 | 75.75% |
Steve Alexandrowski GEM Asset Management LLC | 1,479 | $481,291.1 | $565,983.72 | $84,692.62 | 17.6% |