| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Snyder Beaumont Financial Advisors LLC | 6,863 | $994,279.89 | $1.44M | $446,126.55 | 44.87% |
| EB Erik Brenner Hilltop Partners LLC | 2,773 | $816,592.91 | $579,071.72 | -$237,521.19 | -29.09% |
| JF Jade Franke Retirement Investment Advisors Inc. | 3,750 | $638,147.81 | $814,012.53 | $175,864.72 | 27.56% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,928 | $424,730.93 | $404,648.64 | -$20,082.29 | -4.73% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,119 | $327,092.34 | $444,735.72 | $117,643.38 | 35.97% |
| XW Xenia Woltmann Rochester Wealth Strategies LLC | 1,574 | $391,391 | $328,690.55 | -$62,700.45 | -16.02% |
Christopher Casanega Sharper & Granite LLC | 950 | $208,838.76 | $200,640 | -$8,198.76 | -3.93% |
Belena Vincetti Fortis Capital Advisors LLC | 5,152 | $1.34M | $1.08M | -$262,024.88 | -19.51% |
Jeffrey D. Munjack JDM Financial Group LLC | 33 | $8,517.24 | $6,926.04 | -$1,591.2 | -18.68% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,180 | $897,231.22 | $676,290.6 | -$220,940.62 | -24.62% |
| PDH Patrick D. Hayes Canopy Partners LLC | 1,557 | $316,645.87 | $326,783.16 | $10,137.29 | 3.2% |
| SS Sheryl Stephens Stephens Consulting LLC | 452 | $69,815.09 | $94,865.76 | $25,050.67 | 35.88% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,009 | $390,430.14 | $421,648.92 | $31,218.78 | 8% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 1,500 | $200,715.03 | $314,820 | $114,104.97 | 56.85% |
| JS Jeffrey Starkey Kooman & Associates | 1,353 | $225,963.88 | $283,967.64 | $58,003.76 | 25.67% |
| NJL Nelson J. Lam LAM GROUP Inc. | 202 | $48,963 | $43,028.02 | -$5,934.98 | -12.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 27 | $6,598 | $5,666.76 | -$931.24 | -14.11% |
| SS Stephen Smith Kestra Investment Management LLC | 1,036 | $251,117 | $217,435.68 | -$33,681.32 | -13.41% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,325 | $253,343.79 | $278,091 | $24,747.21 | 9.77% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 1,232 | $298,624 | $258,572.16 | -$40,051.84 | -13.41% |