| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,468 | $255,110.04 | $351,101.56 | $95,991.52 | 37.63% |
Paul B. Ordonio Park Place Capital Corp. | 485 | $104,304.1 | $119,009.3 | $14,705.2 | 14.1% |
| SM Sarah Moore BOS Asset Management LLC | 10,114 | $1.66M | $2.42M | $762,389.3 | 46.02% |
David Gutierrez Gutierrez Wealth Advisory LLC | 6,101 | $1.25M | $1.46M | $209,291.74 | 16.74% |
Sheila J. Lindsay Bensler LLC | 2,916 | $501,487.19 | $697,419.72 | $195,932.53 | 39.07% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,590 | $1.53M | $2.05M | $523,229.18 | 34.17% |
Kevin Kroskey True Wealth Design LLC | 100 | $19,399.05 | $23,917 | $4,517.95 | 23.29% |
Jill Batley Gateway Wealth Partners LLC | 45,838 | $9.45M | $10.96M | $1.52M | 16.04% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 2,662 | $404,999.51 | $636,670.54 | $231,671.03 | 57.2% |
David Kronour Kapstone Financial Advisors LLC | 2,279 | $539,257 | $558,810.8 | $19,553.8 | 3.63% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 13,673 | $2.46M | $3.36M | $900,302.49 | 36.59% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,733 | $270,412.08 | $423,493.21 | $153,081.13 | 56.61% |
Brett Carleton Heritage Wealth Management Inc./Texas | 950 | $205,030 | $232,940 | $27,910 | 13.61% |
Jennifer Henry Continuum Wealth Advisors LLC | 1,449 | $220,286.19 | $346,557.33 | $126,271.14 | 57.32% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,229 | $266,781.56 | $301,572.02 | $34,790.46 | 13.04% |
Charles Mattingly Leading Edge Financial Planning LLC | 3,424 | $556,677.46 | $818,918.08 | $262,240.62 | 47.11% |
Christopher E. Jaccard Financial Alternatives Inc. | 2,773 | $421,148.33 | $681,575.67 | $260,427.34 | 61.84% |
Nicholas Brown Granite Harbor Advisors Inc. | 2,527 | $480,988.61 | $604,382.59 | $123,393.98 | 25.65% |
Johnathan Kasting DDFG Inc. | 57,336 | $8.93M | $13.71M | $4.79M | 53.64% |
Beth Zilka Baron Wealth Management LLC | 19,686 | $3.1M | $4.71M | $1.61M | 52.01% |