| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RDL Rodrigo De La Garza Summa Corp. | 2,400 | $445,488 | $683,940 | $238,452 | 53.53% |
Kellie Borror Daner Wealth Management LLC | 1,906 | $423,970.92 | $542,809.74 | $118,838.82 | 28.03% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 17,032 | $3.07M | $4.86M | $1.79M | 58.38% |
Loni Adams Daymark Wealth Partners LLC | 130,459 | $25.75M | $37.26M | $11.51M | 44.72% |
Jessica Thayer Unique Wealth LLC | 3,312 | $571,083.35 | $947,496.93 | $376,413.58 | 65.91% |
Brian Matter Creative Capital Management Investments LLC | 1,492 | $246,921.15 | $422,802.96 | $175,881.81 | 71.23% |
Michael Snyder Beaumont Financial Advisors LLC | 7,660 | $1.25M | $2.18M | $939,260.34 | 75.42% |
Erik Brenner Hilltop Partners LLC | 3,659 | $581,170.94 | $1.04M | $461,351.34 | 79.38% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 2,061 | $339,852.13 | $593,918.37 | $254,066.24 | 74.76% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 4,130 | $479,447.24 | $1.17M | $690,086.16 | 143.93% |
Holly Skipper Verum Partners LLC | 3,851 | $642,766.73 | $1.1M | $458,927.31 | 71.4% |
Belena Vincetti Fortis Capital Advisors LLC | 16,124 | $3.33M | $4.6M | $1.27M | 38.3% |
| YG Youse Guia DoubleLine ETF Adviser LP | 19,587 | $4.26M | $5.57M | $1.31M | 30.77% |
Patrick D. Hayes Canopy Partners LLC | 5,423 | $905,472.33 | $1.54M | $634,876.59 | 70.12% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 883 | $222,086 | $251,632.92 | $29,546.92 | 13.3% |
Adam Laibson Mainsail Financial Group LLC | 1,240 | $238,628.11 | $355,266.2 | $116,638.09 | 48.88% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 871 | $219,178 | $250,996.07 | $31,818.07 | 14.52% |
Marc White Clarendon Private LLC | 4,478 | $848,277.63 | $1.27M | $420,787.53 | 49.6% |
Sheryl Stephens Stephens Consulting LLC | 1,464 | $230,061.04 | $417,254.64 | $187,193.6 | 81.37% |
Dennis Wallace Fortune Financial Advisors LLC | 2,542 | $552,809.49 | $725,321.57 | $172,512.08 | 31.21% |