| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 24,856 | $2.79M | $3.7M | $914,728.85 | 32.79% |
Loni Adams Daymark Wealth Partners LLC | 4,911 | $559,524.99 | $714,354.11 | $154,829.12 | 27.67% |
Brian Matter Creative Capital Management Investments LLC | 1,368 | $150,230.39 | $198,989.29 | $48,758.9 | 32.46% |
Michael Snyder Beaumont Financial Advisors LLC | 28,434 | $2.98M | $4.14M | $1.16M | 38.95% |
Erik Brenner Hilltop Partners LLC | 1,912 | $211,951.55 | $278,119.54 | $66,167.99 | 31.22% |
Jade Franke Retirement Investment Advisors Inc. | 14,161 | $1.37M | $2.06M | $688,986.56 | 50.26% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 4,117 | $286,686.6 | $598,858.86 | $312,172.26 | 108.89% |
Xenia Woltmann Rochester Wealth Strategies LLC | 72,390 | $7.67M | $10.53M | $2.86M | 37.3% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 258,295 | $31.38M | $37.57M | $6.19M | 19.71% |
Holly Skipper Verum Partners LLC | 192,172 | $20.63M | $27.95M | $7.32M | 35.47% |
Belena Vincetti Fortis Capital Advisors LLC | 149,636 | $16.85M | $21.77M | $4.92M | 29.2% |
Jeffrey D. Munjack JDM Financial Group LLC | 755 | $76,067.41 | $113,121.65 | $37,054.24 | 48.71% |
Patrick D. Hayes Canopy Partners LLC | 32,624 | $3.54M | $4.75M | $1.21M | 34.06% |
Marc White Clarendon Private LLC | 5,205 | $609,520.35 | $757,119.35 | $147,599 | 24.22% |
Sheryl Stephens Stephens Consulting LLC | 935 | $101,338.9 | $136,005.11 | $34,666.21 | 34.21% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,618 | $201,071.73 | $241,146.72 | $40,074.99 | 19.93% |
Dennis Wallace Fortune Financial Advisors LLC | 4,634 | $461,217.35 | $674,061.69 | $212,844.34 | 46.15% |
| JS Jeffrey Starkey Kooman & Associates | 4,045 | $395,614.27 | $588,385.74 | $192,771.47 | 48.73% |
| BG Becki Goebel TCP Asset Management LLC | 3,367 | $369,840.78 | $489,763.85 | $119,923.07 | 32.43% |
Nelson J. Lam LAM GROUP Inc. | 4,000 | $378,560 | $581,840.04 | $203,280.04 | 53.7% |