| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 24,235 | $598,313.68 | $2M | $1.41M | 234.94% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 15,432 | $331,054.88 | $1.28M | $945,017.2 | 285.46% |
Loni Adams Daymark Wealth Partners LLC | 210,912 | $8.6M | $16.8M | $8.2M | 95.37% |
Jessica Thayer Unique Wealth LLC | 10,600 | $358,121 | $910,434 | $552,313 | 154.23% |
Brian Matter Creative Capital Management Investments LLC | 1,564 | $25,593.92 | $127,450.36 | $101,856.44 | 397.97% |
Nolan Langford Left Brain Wealth Management LLC | 78,768 | $2.5M | $6.41M | $3.92M | 156.75% |
Michael Snyder Beaumont Financial Advisors LLC | 19,472 | $476,566.02 | $1.61M | $1.13M | 237.86% |
Erik Brenner Hilltop Partners LLC | 41,428 | $519,694.26 | $3.43M | $2.91M | 559.17% |
| QS Quentin Stoker Gallacher Capital Management LLC | 6,268 | $197,962.24 | $518,300.92 | $320,338.68 | 161.82% |
Patrick D. Hayes Canopy Partners LLC | 32,156 | $437,427.46 | $2.66M | $2.22M | 507.87% |
Marc White Clarendon Private LLC | 16,620 | $580,840.36 | $1.37M | $793,467.44 | 136.61% |
Dennis Wallace Fortune Financial Advisors LLC | 118,764 | $2.15M | $10.2M | $8.05M | 375.03% |
| BP Brett Pohl Kingdom Financial Group LLC | 236 | $7,652.96 | $18,861.12 | $11,208.16 | 146.46% |
Stephen Smith Kestra Investment Management LLC | 10,420 | $323,243.03 | $861,629.8 | $538,386.77 | 166.56% |
Amy Hart Phillips Wealth Planners LLC | 18,104 | $337,994.92 | $1.55M | $1.22M | 360.05% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 36,964 | $742,023.93 | $3.06M | $2.31M | 311.92% |
Amy Ardeel Icon Wealth Advisors LLC | 6,208 | $205,242.45 | $513,339.52 | $308,097.07 | 150.11% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,800 | $381,124.8 | $880,092 | $498,967.2 | 130.92% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 13,476 | $465,359.9 | $1.11M | $648,970.54 | 139.46% |
Dean Pelos Commonwealth Retirement Investments LLC | 33,488 | $1.48M | $2.77M | $1.29M | 87.59% |