| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,253 | $251,370.28 | $298,305.42 | $46,935.14 | 18.67% |
Loni Adams Daymark Wealth Partners LLC | 28,170 | $1.41M | $1.96M | $553,120.88 | 39.21% |
Jessica Thayer Unique Wealth LLC | 75,343 | $4.24M | $5.26M | $1.02M | 24.03% |
Stephen Cheifetz Kades & Cheifetz LLC | 18,253 | $872,880 | $1.28M | $406,381.5 | 46.56% |
Brian Matter Creative Capital Management Investments LLC | 2,384 | $121,831.58 | $167,451.92 | $45,620.34 | 37.45% |
Michael Snyder Beaumont Financial Advisors LLC | 15,342 | $741,832.7 | $1.08M | $334,255.18 | 45.06% |
Jade Franke Retirement Investment Advisors Inc. | 55,065 | $2.96M | $3.84M | $884,260.78 | 29.89% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 157,884 | $7.92M | $11.01M | $3.09M | 39.07% |
Xenia Woltmann Rochester Wealth Strategies LLC | 262,284 | $13.75M | $18.3M | $4.55M | 33.09% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 47,652 | $2.53M | $3.35M | $819,207.25 | 32.41% |
Holly Skipper Verum Partners LLC | 82,156 | $3.82M | $5.77M | $1.95M | 51.05% |
Christopher Casanega Sharper & Granite LLC | 5,100 | $229,945.54 | $357,637.5 | $127,691.96 | 55.53% |
Belena Vincetti Fortis Capital Advisors LLC | 43,795 | $2.42M | $3.07M | $655,283.29 | 27.12% |
Jeffrey D. Munjack JDM Financial Group LLC | 85,512 | $4.52M | $6M | $1.48M | 32.63% |
Patrick D. Hayes Canopy Partners LLC | 5,398 | $319,752.28 | $377,536.12 | $57,783.84 | 18.07% |
Adam Laibson Mainsail Financial Group LLC | 19,933 | $976,544.37 | $1.39M | $414,181.04 | 42.41% |
Marc White Clarendon Private LLC | 20,447 | $1.13M | $1.44M | $301,082.16 | 26.54% |
Sheryl Stephens Stephens Consulting LLC | 15,015 | $589,826.73 | $1.05M | $460,022.07 | 77.99% |
Nelson J. Lam LAM GROUP Inc. | 11,763 | $587,621.65 | $826,174.3 | $238,552.65 | 40.6% |
Lucas Mosher SP Asset Management LLC | 3,846 | $222,110.12 | $270,123.81 | $48,013.69 | 21.62% |