| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Xenia Woltmann Rochester Wealth Strategies LLC | 1,033 | $206,783 | $224,099.02 | $17,316.02 | 8.37% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 5,141 | $723,386.56 | $1.12M | $394,421.07 | 54.52% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,368 | $1.11M | $1.41M | $298,659.2 | 26.89% |
Holly Skipper Verum Partners LLC | 24,708 | $2.79M | $5.47M | $2.68M | 96.11% |
Christopher Casanega Sharper & Granite LLC | 1,405 | $223,136.01 | $305,215.17 | $82,079.16 | 36.78% |
Belena Vincetti Fortis Capital Advisors LLC | 258,383 | $12.35M | $57.18M | $44.83M | 363.1% |
Jeffrey D. Munjack JDM Financial Group LLC | 6,899 | $107,511.23 | $1.53M | $1.42M | 1,320.08% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,445 | $428,766.48 | $983,678.5 | $554,912.02 | 129.42% |
Patrick D. Hayes Canopy Partners LLC | 55,980 | $4.71M | $12.39M | $7.68M | 162.97% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 6,742 | $519,738.27 | $1.46M | $944,051.06 | 181.64% |
Adam Laibson Mainsail Financial Group LLC | 9,511 | $506,914.38 | $2.08M | $1.57M | 309.53% |
Marc White Clarendon Private LLC | 65,398 | $8.92M | $14.49M | $5.57M | 62.47% |
Sheryl Stephens Stephens Consulting LLC | 13,954 | $997,632.61 | $3.09M | $2.09M | 209.53% |
Cornell P. Abod Beacon Investment Advisors LLC | 4,180 | $393,339.07 | $955,213.6 | $561,874.53 | 142.85% |
Dennis Wallace Fortune Financial Advisors LLC | 37,988 | $6.56M | $8.68M | $2.12M | 32.28% |
| JS Jeffrey Starkey Kooman & Associates | 8,464 | $163,131.3 | $1.84M | $1.67M | 1,025.74% |
| BG Becki Goebel TCP Asset Management LLC | 12,599 | $959,447.33 | $2.79M | $1.83M | 190.6% |
Nelson J. Lam LAM GROUP Inc. | 807 | $150,169.2 | $178,589.1 | $28,419.9 | 18.93% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 9,423 | $907,137.66 | $2.05M | $1.14M | 125.53% |
Lucas Mosher SP Asset Management LLC | 63,979 | $2.22M | $14.16M | $11.94M | 538.11% |