| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 3,299 | $550,861.88 | $716,014.96 | $165,153.08 | 29.98% |
Stefan Demuth Ameliora Wealth Management Ltd. | 43,464 | $5.11M | $9.62M | $4.51M | 88.15% |
Eric Lai Archvest Wealth Advisors Inc. | 15,733 | $2.81M | $3.43M | $621,394.33 | 22.09% |
| CC Cheung Chan Chemistry Wealth Management LLC | 17,401 | $1.75M | $3.85M | $2.1M | 120.44% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 2,754 | $390,315.68 | $599,297.94 | $208,982.26 | 53.54% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 4,948 | $271,165.28 | $1.08M | $805,197.9 | 296.94% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,406 | $243,971.63 | $525,013.26 | $281,041.63 | 115.19% |
Jay Richards Investment Advisory Group LLC | 15,515 | $1.2M | $3.43M | $2.24M | 186.82% |
William Gordon Ritter Ritter Alpha LP | 2,170 | $378,448 | $469,034.65 | $90,586.65 | 23.94% |
Daniel Flack Intrinsic Value Partners LLC | 3,690 | $362,528.8 | $805,416.3 | $442,887.5 | 122.17% |
| CB Catherine Bluvol Next Level Private LLC | 8,495 | $1.13M | $1.94M | $810,022.32 | 71.6% |
Brian Kellett Kellett Wealth Advisors LLC | 10,371 | $1.17M | $2.25M | $1.08M | 91.82% |
Andrew Burkey Joseph Group Capital Management | 7,809 | $1.46M | $1.73M | $269,510.5 | 18.48% |
Kelly Kaczmarczyk Dravo Bay LLC | 2,058 | $330,988.26 | $447,203.4 | $116,215.14 | 35.11% |
Sean Reitenbach Prosperity Consulting Group LLC | 186,832 | $22.85M | $41.35M | $18.5M | 80.96% |
Kathleen Thornhill Confluence Wealth Services Inc. | 214,544 | $31.49M | $47.48M | $15.99M | 50.78% |
Bill McVay Red Tortoise LLC | 3,126 | $538,868.13 | $691,783.8 | $152,915.67 | 28.38% |
Cole Bruner Buska Wealth Management LLC | 2,987 | $486,892.43 | $648,268.61 | $161,376.18 | 33.14% |
Gery Sadzewicz Forum Private Client Group LLC | 2,521 | $418,906.21 | $547,359.52 | $128,453.31 | 30.66% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 8,860 | $1.15M | $1.92M | $768,813.57 | 66.57% |