| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 10,471 | $976,712.63 | $1.36M | $382,423.17 | 39.15% |
Lyndsay Goody Onyx Financial Advisors LLC | 4,183 | $447,953.92 | $537,327.26 | $89,373.34 | 19.95% |
Erik Brenner Hilltop Partners LLC | 14,691 | $2.82M | $1.94M | -$876,646.88 | -31.12% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,952 | $245,191 | $260,435.84 | $15,244.84 | 6.22% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 2,673 | $367,002.9 | $357,847.87 | -$9,155.03 | -2.49% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,957 | $771,058.27 | $775,601.4 | $4,543.13 | 0.59% |
Holly Skipper Verum Partners LLC | 6,959 | $984,815.49 | $902,025.58 | -$82,789.91 | -8.41% |
Belena Vincetti Fortis Capital Advisors LLC | 6,914 | $1.04M | $896,953.22 | -$139,351.9 | -13.45% |
Patrick D. Hayes Canopy Partners LLC | 4,754 | $620,705.28 | $618,210.16 | -$2,495.12 | -0.4% |
Sheryl Stephens Stephens Consulting LLC | 251 | $39,069.53 | $32,222.12 | -$6,847.41 | -17.53% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,455 | $430,643.83 | $328,282.6 | -$102,361.23 | -23.77% |
Lucas Mosher SP Asset Management LLC | 104,249 | $8.61M | $13.77M | $5.16M | 59.85% |
| BP Brett Pohl Kingdom Financial Group LLC | 105 | $15,450.95 | $13,491.45 | -$1,959.5 | -12.68% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 32,353 | $4.6M | $4.16M | -$444,092.28 | -9.65% |
Stephen Smith Kestra Investment Management LLC | 9,371 | $1.39M | $1.2M | -$186,731.8 | -13.43% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,421 | $310,554.72 | $184,431.59 | -$126,123.13 | -40.61% |
Sue Oleari Trifecta Capital Advisors LLC | 33,833 | $5.44M | $4.34M | -$1.09M | -20.13% |
Amy Hart Phillips Wealth Planners LLC | 3,849 | $527,281.46 | $499,946.61 | -$27,334.85 | -5.18% |
Scott Register Register Financial Advisors LLC | 5,541 | $603,502.35 | $717,227.04 | $113,724.69 | 18.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 3,050 | $382,179.97 | $409,981 | $27,801.03 | 7.27% |