| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard S. Levenson Western Financial Corp./CA | 1,797 | $634,687.92 | $781,263.72 | $146,575.8 | 23.09% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 908 | $271,006.86 | $394,099.24 | $123,092.38 | 45.42% |
Victoria Latham Fiduciary Alliance LLC | 25,378 | $6.84M | $11.02M | $4.18M | 61.17% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 32,361 | $8.55M | $14.07M | $5.52M | 64.55% |
Loni Adams Daymark Wealth Partners LLC | 150,438 | $40.35M | $65.02M | $24.67M | 61.13% |
Stephen Cheifetz Kades & Cheifetz LLC | 835 | $229,679.14 | $366,762.89 | $137,083.75 | 59.68% |
Brian Matter Creative Capital Management Investments LLC | 645 | $208,464.01 | $279,949.35 | $71,485.34 | 34.29% |
Nolan Langford Left Brain Wealth Management LLC | 1,614 | $435,103.44 | $708,739.68 | $273,636.24 | 62.89% |
Michael Snyder Beaumont Financial Advisors LLC | 4,130 | $1.09M | $1.8M | $707,961.42 | 65.05% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,242 | $297,701.84 | $541,398.23 | $243,696.39 | 81.86% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,567 | $522,922.65 | $690,294.84 | $167,372.19 | 32.01% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 4,005 | $1.14M | $1.75M | $602,800.37 | 52.67% |
Holly Skipper Verum Partners LLC | 1,290 | $297,916.94 | $564,987.75 | $267,070.81 | 89.65% |
Belena Vincetti Fortis Capital Advisors LLC | 1,159 | $392,650.05 | $504,025.92 | $111,375.87 | 28.37% |
| YG Youse Guia DoubleLine ETF Adviser LP | 6,079 | $2.14M | $2.65M | $506,501.83 | 23.68% |
Jeffrey D. Munjack JDM Financial Group LLC | 200 | $52,276.12 | $86,997 | $34,720.88 | 66.42% |
| QS Quentin Stoker Gallacher Capital Management LLC | 797 | $200,142.11 | $346,503.72 | $146,361.61 | 73.13% |
Patrick D. Hayes Canopy Partners LLC | 4,519 | $1.26M | $1.96M | $699,698.15 | 55.31% |
Sheryl Stephens Stephens Consulting LLC | 1,370 | $310,926.97 | $594,987.71 | $284,060.74 | 91.36% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,847 | $420,514.8 | $808,284.14 | $387,769.34 | 92.21% |