| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jade Franke Retirement Investment Advisors Inc. | 8,621 | $764,229.56 | $958,655.2 | $194,425.64 | 25.44% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,365 | $1.29M | $1.15M | -$135,575.41 | -10.52% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 35,682 | $1.88M | $3.97M | $2.08M | 110.65% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 11,888 | $922,029.32 | $1.32M | $399,916.28 | 43.37% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,927 | $177,997.47 | $214,282.4 | $36,284.93 | 20.39% |
Holly Skipper Verum Partners LLC | 11,824 | $1.11M | $1.31M | $206,822.68 | 18.67% |
Belena Vincetti Fortis Capital Advisors LLC | 13,653 | $1.45M | $1.52M | $65,152.58 | 4.48% |
Jeffrey D. Munjack JDM Financial Group LLC | 657 | $33,023.02 | $73,058.4 | $40,035.38 | 121.23% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,187 | $149,345.48 | $243,194.4 | $93,848.92 | 62.84% |
Patrick D. Hayes Canopy Partners LLC | 30,644 | $1.71M | $3.41M | $1.69M | 98.72% |
Adam Laibson Mainsail Financial Group LLC | 11,567 | $612,638.84 | $1.29M | $673,611.56 | 109.95% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 3,117 | $213,625.73 | $348,542.94 | $134,917.21 | 63.16% |
Marc White Clarendon Private LLC | 5,380 | $509,095.48 | $598,256 | $89,160.52 | 17.51% |
Sheryl Stephens Stephens Consulting LLC | 5,753 | $289,186.03 | $639,733.6 | $350,547.57 | 121.22% |
Cornell P. Abod Beacon Investment Advisors LLC | 36,240 | $1.79M | $4.03M | $2.24M | 125.52% |
| BG Becki Goebel TCP Asset Management LLC | 4,066 | $505,324.15 | $452,139.2 | -$53,184.95 | -10.52% |
Nelson J. Lam LAM GROUP Inc. | 183 | $22,743 | $20,349.6 | -$2,393.4 | -10.52% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 15,058 | $957,244.1 | $1.67M | $717,205.5 | 74.92% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 2,468 | $306,723 | $274,441.6 | -$32,281.4 | -10.52% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,321 | $259,960.24 | $259,534.22 | -$426.02 | -0.16% |