| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Thayer Unique Wealth LLC | 4,089 | $1.38M | $1.6M | $217,430.71 | 15.72% |
Brian Matter Creative Capital Management Investments LLC | 436 | $109,656.94 | $174,291 | $64,634.06 | 58.94% |
Nolan Langford Left Brain Wealth Management LLC | 15,207 | $3.6M | $6.13M | $2.53M | 70.32% |
Michael Snyder Beaumont Financial Advisors LLC | 61,574 | $12.94M | $24.1M | $11.16M | 86.21% |
Erik Brenner Hilltop Partners LLC | 13,979 | $4.21M | $5.47M | $1.26M | 29.84% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,935 | $406,509.98 | $772,587.45 | $366,077.47 | 90.05% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 14,850 | $5.1M | $5.94M | $838,115.76 | 16.44% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 8,218 | $1.5M | $3.22M | $1.72M | 115.01% |
Holly Skipper Verum Partners LLC | 3,136 | $906,817.02 | $1.23M | $320,707.43 | 35.37% |
Belena Vincetti Fortis Capital Advisors LLC | 5,552 | $1.66M | $2.17M | $515,625.03 | 31.11% |
Jeffrey D. Munjack JDM Financial Group LLC | 141 | $30,560.64 | $55,191.63 | $24,630.99 | 80.6% |
| QS Quentin Stoker Gallacher Capital Management LLC | 870 | $297,148.8 | $340,544.09 | $43,395.29 | 14.6% |
Angela McCray SurgoCap Partners LP | 564,207 | $181.79M | $224.08M | $42.29M | 23.26% |
Patrick D. Hayes Canopy Partners LLC | 8,559 | $2.5M | $3.35M | $847,557.61 | 33.87% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 1,371 | $284,838.96 | $547,399.17 | $262,560.21 | 92.18% |
Marc White Clarendon Private LLC | 2,623 | $822,849.27 | $1.03M | $203,871.62 | 24.78% |
Sheryl Stephens Stephens Consulting LLC | 105 | $34,041.74 | $41,100.15 | $7,058.41 | 20.73% |
Dennis Wallace Fortune Financial Advisors LLC | 7,828 | $2.08M | $3.1M | $1.02M | 49.1% |
Nelson J. Lam LAM GROUP Inc. | 300 | $90,672 | $117,429 | $26,757 | 29.51% |
Lucas Mosher SP Asset Management LLC | 19,050 | $4.05M | $7.46M | $3.41M | 84.25% |