| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Thayer Unique Wealth LLC | 7,875 | $237,588.82 | $248,062.5 | $10,473.68 | 4.41% |
Michael Snyder Beaumont Financial Advisors LLC | 175,936 | $2.87M | $5.53M | $2.67M | 92.97% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 13,240 | $339,928.9 | $417,324.8 | $77,395.9 | 22.77% |
| BG Becki Goebel TCP Asset Management LLC | 751,464 | $15.8M | $23.69M | $7.89M | 49.96% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 543,915 | $9.38M | $17.1M | $7.72M | 82.33% |
Timothy J. Videnka Forza Wealth Management LLC | 11,613 | $163,743 | $366,970.8 | $203,227.8 | 124.11% |
Michael R. Panico Arcadia Wealth Management LLC | 17,154 | $273,263 | $537,349.05 | $264,086.05 | 96.64% |
Jeffrey Hanson Breakwater Capital Group | 14,566 | $508,207.74 | $457,955.04 | -$50,252.7 | -9.89% |
Kurt Ahrens Mendota Financial Group LLC | 10,000 | $162,390.01 | $315,150 | $152,759.99 | 94.07% |
Moises Valladares Insigneo Advisory Services LLC | 309,862 | $8.59M | $9.77M | $1.18M | 13.73% |
Rick Mordesovich Sonoma Private Wealth LLC | 95,614 | $2.56M | $3M | $444,453.7 | 17.39% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,530 | $54,223 | $48,225.6 | -$5,997.4 | -11.06% |
Jill Batley Gateway Wealth Partners LLC | 42,965 | $1.52M | $1.35M | -$171,985.14 | -11.29% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 8,686 | $208,985.14 | $275,519.92 | $66,534.78 | 31.84% |
Gregory Turcotte Alpha Financial Partners LLC | 14,622 | $441,152 | $461,177.88 | $20,025.88 | 4.54% |
John Carey JP Wealth Management Inc. | 300,228 | $8.99M | $9.45M | $457,144.97 | 5.08% |
Gregg Zeoli Empire Financial Management Company LLC | 167,721 | $2.97M | $5.31M | $2.34M | 78.76% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 218,561 | $7.22M | $6.91M | -$310,933.4 | -4.3% |
| PIL PFG Investments LLC PFG Investments LLC | 255,745 | $4.68M | $8.04M | $3.36M | 71.96% |
Jacqueline Washburn Vawter Financial Ltd. | 14,500 | $429,490 | $457,185 | $27,695 | 6.45% |