| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Thayer Unique Wealth LLC | 21,958 | $1.55M | $1.7M | $152,486.32 | 9.83% |
Brian Matter Creative Capital Management Investments LLC | 2,135 | $164,473.48 | $165,697.35 | $1,223.87 | 0.74% |
Nolan Langford Left Brain Wealth Management LLC | 40,301 | $2.81M | $3.13M | $316,765.65 | 11.27% |
Michael Snyder Beaumont Financial Advisors LLC | 6,359 | $323,779.46 | $493,521.99 | $169,742.53 | 52.43% |
Jade Franke Retirement Investment Advisors Inc. | 1.38M | $70.38M | $107.36M | $36.97M | 52.53% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 228,858 | $12.81M | $17.76M | $4.95M | 38.61% |
Holly Skipper Verum Partners LLC | 10,228 | $509,528.94 | $793,795.08 | $284,266.14 | 55.79% |
Belena Vincetti Fortis Capital Advisors LLC | 6,712 | $442,481.11 | $520,918.32 | $78,437.21 | 17.73% |
Jeffrey D. Munjack JDM Financial Group LLC | 13,990 | $724,422.29 | $1.09M | $361,341.61 | 49.88% |
Patrick D. Hayes Canopy Partners LLC | 71,889 | $3.68M | $5.58M | $1.9M | 51.69% |
Marc White Clarendon Private LLC | 28,027 | $2.07M | $2.18M | $101,935.57 | 4.92% |
Sheryl Stephens Stephens Consulting LLC | 157 | $7,792.36 | $12,184.77 | $4,392.41 | 56.37% |
| JS Jeffrey Starkey Kooman & Associates | 3,556 | $168,025.22 | $275,981.16 | $107,955.94 | 64.25% |
Nelson J. Lam LAM GROUP Inc. | 53,215 | $2.49M | $4.13M | $1.64M | 66.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 170,072 | $10.95M | $13.61M | $2.65M | 24.24% |
Stephen Smith Kestra Investment Management LLC | 10,220 | $846,589 | $817,191.2 | -$29,397.8 | -3.47% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 8,020 | $432,189.49 | $622,432.2 | $190,242.71 | 44.02% |
Sue Oleari Trifecta Capital Advisors LLC | 348 | $22,941 | $27,008.28 | $4,067.28 | 17.73% |
Amy Hart Phillips Wealth Planners LLC | 5,297 | $265,876.44 | $423,812.98 | $157,936.54 | 59.4% |
Scott Register Register Financial Advisors LLC | 3,775 | $222,586.98 | $292,977.75 | $70,390.77 | 31.62% |