| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,119 | $369,239.88 | $531,741.86 | $162,501.98 | 44.01% |
Victoria Latham Fiduciary Alliance LLC | 21,965 | $3.95M | $5.51M | $1.56M | 39.44% |
Gary Dempsey Leslie Global Wealth LLC | 2,983 | $530,053.18 | $748,554.02 | $218,500.84 | 41.22% |
| RDL Rodrigo De La Garza Summa Corp. | 2,400 | $445,488 | $585,120 | $139,632 | 31.34% |
Kellie Borror Daner Wealth Management LLC | 1,906 | $423,970.92 | $475,470.78 | $51,499.86 | 12.15% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 17,032 | $3.07M | $4.24M | $1.17M | 38.12% |
Loni Adams Daymark Wealth Partners LLC | 130,459 | $25.75M | $32.74M | $6.99M | 27.15% |
Jessica Thayer Unique Wealth LLC | 3,312 | $571,083.35 | $831,113.28 | $260,029.93 | 45.53% |
Brian Matter Creative Capital Management Investments LLC | 1,492 | $246,921.15 | $374,402.48 | $127,481.33 | 51.63% |
Michael Snyder Beaumont Financial Advisors LLC | 8,027 | $1.3M | $2.01M | $709,651.13 | 54.39% |
Erik Brenner Hilltop Partners LLC | 3,659 | $581,170.94 | $892,064.2 | $310,893.26 | 53.49% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 2,061 | $339,852.13 | $517,187.34 | $177,335.21 | 52.18% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 4,130 | $479,447.24 | $1.04M | $556,934.96 | 116.16% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 3,330 | $772,429.55 | $835,630.2 | $63,200.65 | 8.18% |
Holly Skipper Verum Partners LLC | 3,851 | $642,766.73 | $966,369.94 | $323,603.21 | 50.35% |
Belena Vincetti Fortis Capital Advisors LLC | 16,124 | $3.33M | $4.05M | $720,543.1 | 21.67% |
| YG Youse Guia DoubleLine ETF Adviser LP | 19,587 | $4.26M | $4.89M | $626,196.55 | 14.7% |
Patrick D. Hayes Canopy Partners LLC | 5,423 | $905,472.33 | $1.36M | $455,375.29 | 50.29% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 883 | $222,086 | $221,580.02 | -$505.98 | -0.23% |
Adam Laibson Mainsail Financial Group LLC | 1,240 | $238,628.11 | $311,165.6 | $72,537.49 | 30.4% |