| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,389 | $487,126.69 | $857,698.38 | $370,571.69 | 76.07% |
Loni Adams Daymark Wealth Partners LLC | 3,613 | $455,756.12 | $655,470.46 | $199,714.34 | 43.82% |
Brian Matter Creative Capital Management Investments LLC | 558 | $94,793.04 | $103,553.64 | $8,760.6 | 9.24% |
Nolan Langford Left Brain Wealth Management LLC | 72,101 | $7.9M | $13.37M | $5.47M | 69.25% |
Michael Snyder Beaumont Financial Advisors LLC | 2,967 | $335,958.54 | $579,811.14 | $243,852.6 | 72.58% |
Erik Brenner Hilltop Partners LLC | 4,055 | $481,996.5 | $792,428.1 | $310,431.6 | 64.41% |
Christopher Casanega Sharper & Granite LLC | 9,998 | $1.16M | $1.85M | $692,829.29 | 59.72% |
Belena Vincetti Fortis Capital Advisors LLC | 25,709 | $3.11M | $5.02M | $1.91M | 61.42% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,152 | $589,312.66 | $1.01M | $417,491.18 | 70.84% |
Patrick D. Hayes Canopy Partners LLC | 2,948 | $401,095.21 | $576,098.16 | $175,002.95 | 43.63% |
Lucas Mosher SP Asset Management LLC | 7,878 | $872,536.04 | $1.54M | $666,982.72 | 76.44% |
| BP Brett Pohl Kingdom Financial Group LLC | 332 | $41,802.91 | $60,488.74 | $18,685.83 | 44.7% |
Stephen Smith Kestra Investment Management LLC | 5,142 | $560,551.87 | $1M | $444,297.77 | 79.26% |
Sue Oleari Trifecta Capital Advisors LLC | 19,732 | $3.29M | $3.86M | $561,501.49 | 17.04% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,316 | $223,562.08 | $244,282.5 | $20,720.42 | 9.27% |
Bree Pate Olisti Co. Wealth LLC | 305 | $39,964 | $59,603.1 | $19,639.1 | 49.14% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,171 | $1.38M | $2.38M | $999,505.5 | 72.48% |
Amy Ardeel Icon Wealth Advisors LLC | 6,870 | $938,999.7 | $1.34M | $403,535.7 | 42.98% |
John J. Edwards Breed's Hi LLCapital LLC | 3,387 | $372,836.52 | $661,887.54 | $289,051.02 | 77.53% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,818 | $1.84M | $2.01M | $170,313.24 | 9.27% |