| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,316 | $456,027.13 | $463,705.75 | $7,678.62 | 1.68% |
Loni Adams Daymark Wealth Partners LLC | 2,310 | $754,103.92 | $832,870.48 | $78,766.56 | 10.45% |
Jessica Thayer Unique Wealth LLC | 940 | $303,418.46 | $338,916.99 | $35,498.53 | 11.7% |
Brian Matter Creative Capital Management Investments LLC | 22 | $7,297.18 | $7,932.1 | $634.92 | 8.7% |
Belena Vincetti Fortis Capital Advisors LLC | 1,397 | $556,856.16 | $503,688.34 | -$53,167.82 | -9.55% |
Patrick D. Hayes Canopy Partners LLC | 604 | $200,341 | $217,772.19 | $17,431.19 | 8.7% |
| BP Brett Pohl Kingdom Financial Group LLC | 10 | $3,528.87 | $3,582.1 | $53.23 | 1.51% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,190 | $724,367.64 | $771,668.38 | $47,300.74 | 6.53% |
Andy Peters Goldstein Advisors LLC | 790 | $262,035 | $284,834.49 | $22,799.49 | 8.7% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 1,900 | $570,259.44 | $685,044.98 | $114,785.54 | 20.13% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,177 | $384,698.53 | $424,367.34 | $39,668.81 | 10.31% |
Jesse Ellington Dover Advisors LLC | 643 | $222,675.71 | $230,329.02 | $7,653.31 | 3.44% |
Moises Valladares Insigneo Advisory Services LLC | 783 | $286,120.72 | $278,614.88 | -$7,505.84 | -2.62% |
Scott Highmark Mosaic Family Wealth Partners LLC | 641 | $212,658 | $231,112.54 | $18,454.54 | 8.68% |
| SL Sarah Ludden Clifford Group LLC | 641 | $193,497.14 | $228,087.02 | $34,589.88 | 17.88% |
Andrew Lewis Genesis Private Wealth LLC | 928 | $323,595.31 | $334,590.39 | $10,995.08 | 3.4% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,957 | $949,247.46 | $1.06M | $109,979.48 | 11.59% |
Paul B. Ordonio Park Place Capital Corp. | 7 | $2,259.46 | $2,490.81 | $231.35 | 10.24% |
David D. Jones Applied Finance Capital Management LLC | 4,196 | $1.39M | $1.51M | $121,096.76 | 8.7% |
Kevin Kroskey True Wealth Design LLC | 194 | $64,867.86 | $69,946.7 | $5,078.84 | 7.83% |