| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 25,928 | $6.98M | $9.99M | $3.01M | 43.05% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 32,361 | $8.55M | $13.47M | $4.92M | 57.47% |
Loni Adams Daymark Wealth Partners LLC | 150,438 | $40.35M | $57.94M | $17.59M | 43.6% |
Stephen Cheifetz Kades & Cheifetz LLC | 835 | $229,679.14 | $321,608.6 | $91,929.46 | 40.03% |
Brian Matter Creative Capital Management Investments LLC | 645 | $208,464.01 | $248,428.2 | $39,964.19 | 19.17% |
Nolan Langford Left Brain Wealth Management LLC | 1,614 | $435,103.44 | $621,648.24 | $186,544.8 | 42.87% |
Michael Snyder Beaumont Financial Advisors LLC | 4,159 | $1.1M | $1.6M | $506,005.93 | 46.17% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,242 | $297,701.84 | $478,368.72 | $180,666.88 | 60.69% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 27,480 | $8.05M | $10.58M | $2.54M | 31.53% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,005 | $1.14M | $1.54M | $398,184.92 | 34.79% |
Holly Skipper Verum Partners LLC | 1,290 | $297,916.94 | $496,856.4 | $198,939.46 | 66.78% |
Belena Vincetti Fortis Capital Advisors LLC | 1,159 | $392,650.05 | $446,400.44 | $53,750.39 | 13.69% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,079 | $2.14M | $2.52M | $385,164.93 | 18.01% |
Jeffrey D. Munjack JDM Financial Group LLC | 200 | $52,276.12 | $83,876 | $31,599.88 | 60.45% |
| QS Quentin Stoker Gallacher Capital Management LLC | 797 | $200,142.11 | $306,972.52 | $106,830.41 | 53.38% |
Patrick D. Hayes Canopy Partners LLC | 4,519 | $1.26M | $1.74M | $475,555.75 | 37.59% |
Sheryl Stephens Stephens Consulting LLC | 1,370 | $310,926.97 | $527,669.2 | $216,742.23 | 69.71% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,847 | $420,514.8 | $768,684.46 | $348,169.66 | 82.8% |
Dennis Wallace Fortune Financial Advisors LLC | 2,270 | $678,217.51 | $874,313.2 | $196,095.69 | 28.91% |
Nelson J. Lam LAM GROUP Inc. | 462 | $162,555 | $177,943.92 | $15,388.92 | 9.47% |