| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rick Mordesovich Sonoma Private Wealth LLC | 14,391 | $720,987.75 | $1M | $283,072.32 | 39.26% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 3,495 | $224,095.79 | $243,776.25 | $19,680.46 | 8.78% |
Paul B. Ordonio Park Place Capital Corp. | 372,843 | $19.52M | $26.01M | $6.49M | 33.27% |
| SM Sarah Moore BOS Asset Management LLC | 74,246 | $3.21M | $5.21M | $2.01M | 62.64% |
David Gutierrez Gutierrez Wealth Advisory LLC | 204,214 | $9.92M | $14.26M | $4.34M | 43.77% |
Sheila J. Lindsay Bensler LLC | 7,922 | $473,770.53 | $556,203.62 | $82,433.09 | 17.4% |
Jeffrey Steele Silverlake Wealth Management LLC | 146,976 | $8.84M | $10.31M | $1.47M | 16.61% |
Kevin Kroskey True Wealth Design LLC | 4,538 | $229,024.97 | $318,635.67 | $89,610.7 | 39.13% |
Jill Batley Gateway Wealth Partners LLC | 52,892 | $3.39M | $3.69M | $301,731.72 | 8.9% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 3,002 | $213,865 | $210,575.29 | -$3,289.71 | -1.54% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,152 | $380,921.42 | $501,641.28 | $120,719.86 | 31.69% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,421 | $195,026.54 | $240,291.04 | $45,264.5 | 23.21% |
Benjamin Cannon Tillman Hartley LLC | 4,860 | $303,624.94 | $340,904.7 | $37,279.76 | 12.28% |
Jennifer Henry Continuum Wealth Advisors LLC | 537,227 | $32.55M | $37.7M | $5.15M | 15.83% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 28,114 | $1.34M | $1.97M | $632,422.5 | 47.12% |
Christopher E. Jaccard Financial Alternatives Inc. | 8,869 | $401,990.19 | $622,116 | $220,125.81 | 54.76% |
Johnathan Kasting DDFG Inc. | 90,392 | $3.87M | $6.35M | $2.48M | 64.01% |
Beth Zilka Baron Wealth Management LLC | 51,693 | $2.28M | $3.63M | $1.35M | 59.33% |
| FFM Flagstone Financial Management Flagstone Financial Management | 5,205 | $317,876.27 | $365,209.35 | $47,333.08 | 14.89% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 9,012 | $508,338.07 | $632,011.56 | $123,673.49 | 24.33% |