| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 62,705 | $13.18M | $22.96M | $9.78M | 74.21% |
Erik Brenner Hilltop Partners LLC | 13,979 | $4.21M | $5.17M | $952,132.71 | 22.59% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,935 | $406,509.98 | $708,461.55 | $301,951.57 | 74.28% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 21,582 | $7.41M | $7.9M | $491,670.81 | 6.64% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 8,218 | $1.5M | $3.01M | $1.51M | 101.11% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 2,518 | $663,660.28 | $921,915.34 | $258,255.06 | 38.91% |
Holly Skipper Verum Partners LLC | 3,136 | $906,817.02 | $1.15M | $241,366.66 | 26.62% |
Belena Vincetti Fortis Capital Advisors LLC | 5,552 | $1.66M | $2.03M | $375,159.49 | 22.63% |
Jeffrey D. Munjack JDM Financial Group LLC | 141 | $30,560.64 | $51,624.33 | $21,063.69 | 68.92% |
| QS Quentin Stoker Gallacher Capital Management LLC | 870 | $297,148.8 | $318,533.1 | $21,384.3 | 7.2% |
Angela McCray SurgoCap Partners LP | 288,367 | $87.16M | $105.58M | $18.42M | 21.14% |
Patrick D. Hayes Canopy Partners LLC | 8,559 | $2.5M | $3.13M | $631,015 | 25.21% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 1,371 | $284,838.96 | $496,850.39 | $212,011.43 | 74.43% |
Marc White Clarendon Private LLC | 2,623 | $822,849.27 | $960,358.99 | $137,509.72 | 16.71% |
Sheryl Stephens Stephens Consulting LLC | 105 | $34,041.74 | $38,443.65 | $4,401.91 | 12.93% |
Dennis Wallace Fortune Financial Advisors LLC | 7,828 | $2.08M | $2.87M | $786,699.87 | 37.83% |
Nelson J. Lam LAM GROUP Inc. | 300 | $90,672 | $109,839 | $19,167 | 21.14% |
Lucas Mosher SP Asset Management LLC | 18,989 | $4.03M | $6.95M | $2.93M | 72.68% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 2,906 | $678,872.76 | $1.06M | $385,101.02 | 56.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 13,835 | $4.18M | $5.01M | $829,954.02 | 19.84% |