| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 22,977 | $534,108.18 | $689,310 | $155,201.82 | 29.06% |
Loni Adams Daymark Wealth Partners LLC | 40,113 | $1.04M | $1.2M | $160,863.99 | 15.44% |
Brian Matter Creative Capital Management Investments LLC | 37 | $948.68 | $1,122.95 | $174.27 | 18.37% |
Michael Snyder Beaumont Financial Advisors LLC | 144,460 | $2.2M | $4.35M | $2.15M | 97.41% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 62,330 | $1.39M | $1.89M | $497,060.17 | 35.72% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 96,241 | $2.09M | $2.92M | $831,146.1 | 39.77% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 18,771 | $201,061.53 | $569,887.56 | $368,826.03 | 183.44% |
Xenia Woltmann Rochester Wealth Strategies LLC | 6,972 | $205,186 | $208,671.96 | $3,485.96 | 1.7% |
Holly Skipper Verum Partners LLC | 85,142 | $1.37M | $2.58M | $1.21M | 88.51% |
Belena Vincetti Fortis Capital Advisors LLC | 1.24M | $27.87M | $37.44M | $9.58M | 34.37% |
Jeffrey D. Munjack JDM Financial Group LLC | 6,536 | $125,534.27 | $196,995.04 | $71,460.77 | 56.93% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 9,735 | $201,417.15 | $294,483.75 | $93,066.6 | 46.21% |
Adam Laibson Mainsail Financial Group LLC | 14,449 | $425,234 | $438,310.41 | $13,076.41 | 3.08% |
Sheryl Stephens Stephens Consulting LLC | 4,424 | $66,219.59 | $132,764.24 | $66,544.65 | 100.49% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 28,148 | $780,408.28 | $844,440 | $64,031.72 | 8.2% |
Lucas Mosher SP Asset Management LLC | 10,610 | $219,557.52 | $321,801.3 | $102,243.78 | 46.57% |
Scott Register Register Financial Advisors LLC | 1,989 | $58,536 | $59,839.06 | $1,303.06 | 2.23% |
Bree Pate Olisti Co. Wealth LLC | 4,905 | $131,994 | $147,836.7 | $15,842.7 | 12% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 76,690 | $2.04M | $2.3M | $259,509.47 | 12.71% |
Joseph Gentili Riverview Capital Advisers LLC | 15,415 | $292,651.16 | $466,612.05 | $173,960.89 | 59.44% |