| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 5,796 | $259,132.47 | $345,151.8 | $86,019.33 | 33.2% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 13,618 | $611,847.77 | $810,951.9 | $199,104.13 | 32.54% |
Alex Nunnamaker Schechter Investment Advisors LLC | 27,136 | $925,566.2 | $1.62M | $690,382.6 | 74.59% |
| RR Roberto Roman MGO Private Wealth LLC | 12,352 | $556,091.1 | $753,842.56 | $197,751.46 | 35.56% |
Brian Dechow SWAN Capital LLC | 96 | $4,431.93 | $5,858.88 | $1,426.95 | 32.2% |
David Kennon David Kennon Inc | 57,428 | $3.05M | $3.42M | $369,836.32 | 12.13% |
Daniel Guy Ethos Financial Group LLC | 299,969 | $13.57M | $17.86M | $4.29M | 31.63% |
Victoria Latham Fiduciary Alliance LLC | 33,141 | $1.6M | $1.97M | $377,186.61 | 23.63% |
Loni Adams Daymark Wealth Partners LLC | 33,407 | $1.62M | $1.99M | $365,761 | 22.53% |
Jessica Thayer Unique Wealth LLC | 5,675 | $301,423 | $337,946.25 | $36,523.25 | 12.12% |
Brian Matter Creative Capital Management Investments LLC | 2,764 | $145,546.92 | $164,596.2 | $19,049.28 | 13.09% |
Michael Snyder Beaumont Financial Advisors LLC | 8,153 | $387,656.46 | $485,511.15 | $97,854.69 | 25.24% |
Erik Brenner Hilltop Partners LLC | 27,911 | $1.48M | $1.66M | $179,723.05 | 12.12% |
Parker Johnson Cooper Capital Advisors LLC | 144,420 | $7.71M | $8.6M | $895,104.22 | 11.62% |
Christopher Casanega Sharper & Granite LLC | 23,880 | $1.06M | $1.42M | $365,220.47 | 34.56% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,008 | $44,420.14 | $63,080.64 | $18,660.5 | 42.01% |
| QS Quentin Stoker Gallacher Capital Management LLC | 10,225 | $457,162.15 | $608,898.75 | $151,736.6 | 33.19% |
Sheryl Stephens Stephens Consulting LLC | 754 | $31,458.91 | $44,900.7 | $13,441.79 | 42.73% |
| BG Becki Goebel TCP Asset Management LLC | 14,951 | $715,756.1 | $890,332.05 | $174,575.95 | 24.39% |
Lucas Mosher SP Asset Management LLC | 342,877 | $14.99M | $20.42M | $5.43M | 36.22% |