| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 1,815 | $98,380.5 | $138,257.62 | $39,877.12 | 40.53% |
| PDH Patrick D. Hayes Canopy Partners LLC | 4,746 | $264,592.06 | $361,526.55 | $96,934.49 | 36.64% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 3,282 | $175,018.41 | $250,006.35 | $74,987.94 | 42.85% |
Marc White Clarendon Private LLC | 51,831 | $3.34M | $3.95M | $611,540.51 | 18.33% |
| SS Sheryl Stephens Stephens Consulting LLC | 345 | $18,045.22 | $26,280.37 | $8,235.15 | 45.64% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 14,694 | $768,531.56 | $1.12M | $350,783.89 | 45.64% |
| JS Jeffrey Starkey Kooman & Associates | 14,853 | $756,202.96 | $1.13M | $375,224.31 | 49.62% |
| BG Becki Goebel TCP Asset Management LLC | 3,325 | $206,216.36 | $251,270.25 | $45,053.89 | 21.85% |
| NJL Nelson J. Lam LAM GROUP Inc. | 9,250 | $561,845 | $699,346.25 | $137,501.25 | 24.47% |
Lucas Mosher SP Asset Management LLC | 7,502 | $372,847.68 | $571,464.85 | $198,617.17 | 53.27% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 4,190 | $202,703.82 | $319,173.25 | $116,469.43 | 57.46% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,096 | $72,758.76 | $83,487.8 | $10,729.04 | 14.75% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 8,275 | $501,713.72 | $630,348.12 | $128,634.4 | 25.64% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 326,526 | $19.02M | $24.87M | $5.85M | 30.78% |
Amy Hart Phillips Wealth Planners LLC | 6,222 | $383,395.83 | $473,960.85 | $90,565.02 | 23.62% |
| SR Scott Register Register Financial Advisors LLC | 4,845 | $329,566.7 | $366,136.65 | $36,569.95 | 11.1% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 289,760 | $17.23M | $22.07M | $4.84M | 28.11% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 66,452 | $3.37M | $5.02M | $1.65M | 49.03% |
Kevin Gray Lodestar Private Asset Management LLC | 262,612 | $12.94M | $20M | $7.07M | 54.6% |
Amy Ardeel Icon Wealth Advisors LLC | 3,511 | $218,755.66 | $267,291.73 | $48,536.07 | 22.19% |