| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 20,931 | $976,408.21 | $1.48M | $501,739.01 | 51.39% |
Jade Franke Retirement Investment Advisors Inc. | 55,065 | $2.96M | $3.89M | $930,240.06 | 31.44% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 157,884 | $7.92M | $11.15M | $3.23M | 40.79% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,125 | $195,197.16 | $220,687.5 | $25,490.34 | 13.06% |
Xenia Woltmann Rochester Wealth Strategies LLC | 262,284 | $13.75M | $18.52M | $4.77M | 34.69% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 47,652 | $2.53M | $3.37M | $837,315.01 | 33.12% |
Holly Skipper Verum Partners LLC | 82,156 | $3.82M | $5.8M | $1.98M | 51.93% |
Christopher Casanega Sharper & Granite LLC | 5,100 | $229,945.54 | $360,162 | $130,216.46 | 56.63% |
Belena Vincetti Fortis Capital Advisors LLC | 43,795 | $2.42M | $3.09M | $676,304.89 | 27.99% |
Jeffrey D. Munjack JDM Financial Group LLC | 85,512 | $4.52M | $6.3M | $1.78M | 39.35% |
Patrick D. Hayes Canopy Partners LLC | 5,398 | $319,752.28 | $381,206.76 | $61,454.48 | 19.22% |
Adam Laibson Mainsail Financial Group LLC | 19,933 | $976,544.37 | $1.41M | $431,124.09 | 44.15% |
Marc White Clarendon Private LLC | 20,447 | $1.13M | $1.44M | $309,567.67 | 27.29% |
Sheryl Stephens Stephens Consulting LLC | 15,015 | $589,826.73 | $1.06M | $470,532.57 | 79.77% |
Nelson J. Lam LAM GROUP Inc. | 11,763 | $587,621.65 | $830,703.06 | $243,081.41 | 41.37% |
Lucas Mosher SP Asset Management LLC | 3,825 | $220,613.95 | $270,121.5 | $49,507.55 | 22.44% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 18,549 | $778,501.45 | $1.31M | $531,428.93 | 68.26% |
| BP Brett Pohl Kingdom Financial Group LLC | 12,005 | $747,930.67 | $875,164.5 | $127,233.83 | 17.01% |
Stephen Smith Kestra Investment Management LLC | 33,724 | $2.02M | $2.38M | $362,632.26 | 17.96% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,845 | $293,703.54 | $412,773.9 | $119,070.36 | 40.54% |