| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 18,771 | $201,061.53 | $552,618.24 | $351,556.71 | 174.85% |
Xenia Woltmann Rochester Wealth Strategies LLC | 6,972 | $205,186 | $205,255.68 | $69.68 | 0.03% |
Holly Skipper Verum Partners LLC | 85,142 | $1.37M | $2.51M | $1.14M | 83.4% |
Belena Vincetti Fortis Capital Advisors LLC | 1.24M | $27.87M | $36.61M | $8.74M | 31.38% |
Jeffrey D. Munjack JDM Financial Group LLC | 6,536 | $125,534.27 | $197,844.72 | $72,310.45 | 57.6% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 9,735 | $201,417.15 | $286,598.4 | $85,181.25 | 42.29% |
Adam Laibson Mainsail Financial Group LLC | 14,449 | $425,234 | $425,378.56 | $144.56 | 0.03% |
Sheryl Stephens Stephens Consulting LLC | 4,424 | $66,219.59 | $130,242.56 | $64,022.97 | 96.68% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 25,601 | $703,998.28 | $753,693.44 | $49,695.16 | 7.06% |
Lucas Mosher SP Asset Management LLC | 10,608 | $219,498.66 | $312,299.52 | $92,800.86 | 42.28% |
Scott Register Register Financial Advisors LLC | 1,989 | $58,536 | $58,556.16 | $20.16 | 0.03% |
Bree Pate Olisti Co. Wealth LLC | 4,905 | $131,994 | $144,403.2 | $12,409.2 | 9.4% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 76,690 | $2.04M | $2.34M | $298,621.37 | 14.63% |
Joseph Gentili Riverview Capital Advisers LLC | 15,415 | $292,651.16 | $470,311.65 | $177,660.49 | 60.71% |
Kevin Gray Lodestar Private Asset Management LLC | 550,784 | $9.12M | $16.22M | $7.1M | 77.87% |
Steve Alexandrowski GEM Asset Management LLC | 19,259 | $389,728.84 | $566,984.96 | $177,256.12 | 45.48% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 794,508 | $12.23M | $23.39M | $11.16M | 91.27% |
Andy Peters Goldstein Advisors LLC | 26,640 | $513,669.96 | $784,281.6 | $270,611.64 | 52.68% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 17,373 | $275,041.98 | $511,461.12 | $236,419.14 | 85.96% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,142 | $46,914.68 | $63,060.48 | $16,145.8 | 34.42% |