| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 839 | $296,393.53 | $237,017.5 | -$59,376.03 | -20.03% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,530 | $368,506.95 | $426,380.38 | $57,873.43 | 15.7% |
Loni Adams Daymark Wealth Partners LLC | 1,907 | $640,152.13 | $501,064.25 | -$139,087.88 | -21.73% |
Brian Matter Creative Capital Management Investments LLC | 70 | $6,684.09 | $18,392.5 | $11,708.41 | 175.17% |
Nolan Langford Left Brain Wealth Management LLC | 900 | $223,533 | $236,475 | $12,942 | 5.79% |
Michael Snyder Beaumont Financial Advisors LLC | 1,518 | $289,520.38 | $398,854.5 | $109,334.12 | 37.76% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,044 | $192,963.3 | $274,311 | $81,347.7 | 42.16% |
Jeffrey D. Munjack JDM Financial Group LLC | 58 | $5,000.18 | $16,135.6 | $11,135.42 | 222.7% |
Sheryl Stephens Stephens Consulting LLC | 148 | $10,517.64 | $38,887 | $28,369.36 | 269.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 307 | $106,899.57 | $82,883.86 | -$24,015.71 | -22.47% |
Stephen Smith Kestra Investment Management LLC | 1,761 | $418,938.89 | $470,627.25 | $51,688.36 | 12.34% |
Sue Oleari Trifecta Capital Advisors LLC | 243 | $78,431.1 | $63,848.25 | -$14,582.85 | -18.59% |
Amy Hart Phillips Wealth Planners LLC | 1,006 | $280,806.88 | $271,599.89 | -$9,206.99 | -3.28% |
Bree Pate Olisti Co. Wealth LLC | 77 | $25,869.44 | $20,231.75 | -$5,637.69 | -21.79% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,552 | $1.89M | $2.1M | $211,488.25 | 11.17% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,583 | $1.78M | $1.73M | -$47,762.41 | -2.69% |
Kevin Gray Lodestar Private Asset Management LLC | 1,279 | $253,025.85 | $336,057.25 | $83,031.4 | 32.82% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 720 | $232,387.48 | $189,180 | -$43,207.48 | -18.59% |
| LQ Louise Quant Trium Capital LLP | 2,566 | $637,317.42 | $674,216.5 | $36,899.08 | 5.79% |
Jeffrey Hanson Breakwater Capital Group | 1,814 | $365,531.41 | $476,628.5 | $111,097.09 | 30.39% |