| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 500 | $269,814.49 | $407,405 | $137,590.51 | 50.99% |
Victoria Latham Fiduciary Alliance LLC | 3,112 | $1.49M | $2.54M | $1.04M | 69.94% |
Gary Dempsey Leslie Global Wealth LLC | 290 | $205,809.9 | $236,294.9 | $30,485 | 14.81% |
Mark Meredith Meredith Wealth Planning | 958 | $228,163.14 | $780,587.98 | $552,424.84 | 242.12% |
Morgan Carter RFP Financial Group LLC | 3,442 | $1.58M | $2.8M | $1.22M | 77% |
Kellie Borror Daner Wealth Management LLC | 1,000 | $400,090.13 | $814,810 | $414,719.87 | 103.66% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 12,877 | $4.68M | $10.49M | $5.81M | 124.14% |
Loni Adams Daymark Wealth Partners LLC | 9,190 | $2.96M | $7.49M | $4.53M | 152.89% |
Jessica Thayer Unique Wealth LLC | 683 | $315,615.16 | $556,515.23 | $240,900.07 | 76.33% |
Brian Matter Creative Capital Management Investments LLC | 414 | $234,743.52 | $337,331.34 | $102,587.82 | 43.7% |
Nolan Langford Left Brain Wealth Management LLC | 5,078 | $3.73M | $4.14M | $408,874.99 | 10.97% |
Michael Snyder Beaumont Financial Advisors LLC | 1,882 | $510,643.9 | $1.53M | $1.02M | 200.3% |
Lyndsay Goody Onyx Financial Advisors LLC | 1,066 | $320,560.43 | $868,587.46 | $548,027.03 | 170.96% |
Erik Brenner Hilltop Partners LLC | 633 | $277,347.47 | $551,393.65 | $274,046.18 | 98.81% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 508 | $245,702.38 | $427,852.83 | $182,150.45 | 74.13% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 313 | $221,517 | $255,035.53 | $33,518.53 | 15.13% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,024 | $464,982.38 | $2.46M | $2M | 429.91% |
Holly Skipper Verum Partners LLC | 1,130 | $367,968.06 | $920,735.3 | $552,767.24 | 150.22% |
Belena Vincetti Fortis Capital Advisors LLC | 478 | $232,323.74 | $389,479.18 | $157,155.44 | 67.65% |
Jeffrey D. Munjack JDM Financial Group LLC | 17 | $6,599.57 | $13,851.77 | $7,252.2 | 109.89% |