| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 8,397 | $1.1M | $1.57M | $460,548.99 | 41.69% |
Erik Brenner Hilltop Partners LLC | 1,056 | $200,909 | $202,625.28 | $1,716.28 | 0.85% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,238 | $208,937 | $247,624.76 | $38,687.76 | 18.52% |
Christopher Casanega Sharper & Granite LLC | 5,099 | $671,690.85 | $950,504.59 | $278,813.74 | 41.51% |
Jeffrey D. Munjack JDM Financial Group LLC | 121 | $15,886.09 | $24,630.76 | $8,744.67 | 55.05% |
| BG Becki Goebel TCP Asset Management LLC | 1,214 | $205,102.2 | $226,301.74 | $21,199.54 | 10.34% |
Lucas Mosher SP Asset Management LLC | 41,573 | $5.48M | $7.75M | $2.27M | 41.39% |
Sue Oleari Trifecta Capital Advisors LLC | 300 | $40,326.25 | $55,923 | $15,596.75 | 38.68% |
Amy Hart Phillips Wealth Planners LLC | 2,520 | $444,241.27 | $498,229.23 | $53,987.96 | 12.15% |
Scott Register Register Financial Advisors LLC | 1,268 | $190,103.97 | $236,367.88 | $46,263.91 | 24.34% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,799 | $838,556.37 | $1.15M | $315,096.69 | 37.58% |
Jonathan Seed Seed Wealth Management Inc. | 1,115 | $212,062 | $207,847.15 | -$4,214.85 | -1.99% |
Bepin Serraj Richard W. Paul & Associates LLC | 28 | $4,042.22 | $5,600.56 | $1,558.34 | 38.55% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 63 | $7,731.62 | $11,743.83 | $4,012.21 | 51.89% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,312 | $221,597.52 | $244,569.92 | $22,972.4 | 10.37% |
Jesse Ellington Dover Advisors LLC | 2,173 | $301,145.44 | $429,623.85 | $128,478.41 | 42.66% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,989 | $520,905.58 | $743,589.49 | $222,683.91 | 42.75% |
David Cohen Michelson Medical Research Foundation Inc. | 35,095 | $4.61M | $6.96M | $2.35M | 51.01% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,821 | $370,366.33 | $557,739.94 | $187,373.61 | 50.59% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 130 | $21,956 | $24,233.3 | $2,277.3 | 10.37% |