| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 2,300 | $277,941.75 | $467,084 | $189,142.25 | 68.05% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 18,104 | $595,146.44 | $3.68M | $3.08M | 517.76% |
Loni Adams Daymark Wealth Partners LLC | 29,220 | $2.76M | $5.93M | $3.17M | 115.02% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,960 | $433,902.3 | $804,196.81 | $370,294.51 | 85.34% |
Belena Vincetti Fortis Capital Advisors LLC | 6,324 | $799,158.99 | $1.28M | $485,118.94 | 60.7% |
| PDH Patrick D. Hayes Canopy Partners LLC | 3,196 | $376,217.63 | $649,043.69 | $272,826.06 | 72.52% |
| SS Sheryl Stephens Stephens Consulting LLC | 8 | $938 | $1,634.97 | $696.97 | 74.3% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,700 | $289,382.94 | $548,316.01 | $258,933.07 | 89.48% |
Lucas Mosher SP Asset Management LLC | 2,200 | $168,301.6 | $449,615.54 | $281,313.94 | 167.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 136 | $13,274.01 | $27,794.42 | $14,520.41 | 109.39% |
| SS Stephen Smith Kestra Investment Management LLC | 14,676 | $1.31M | $3M | $1.69M | 129.26% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 90,268 | $8.44M | $18.45M | $10.01M | 118.57% |
| SR Scott Register Register Financial Advisors LLC | 1,616 | $308,308.56 | $340,539.68 | $32,231.12 | 10.45% |
Bree Pate Olisti Co. Wealth LLC | 528 | $60,857.27 | $107,726.36 | $46,869.09 | 77.01% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,332 | $925,612.9 | $2.11M | $1.19M | 128.13% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 30,196 | $2.55M | $6.17M | $3.62M | 141.54% |
Kevin Gray Lodestar Private Asset Management LLC | 3,264 | $289,262.6 | $667,065.96 | $377,803.36 | 130.61% |
Amy Ardeel Icon Wealth Advisors LLC | 3,056 | $264,406.25 | $623,347.6 | $358,941.35 | 135.75% |
| TT Thaddeus Toal RCS Financial Planning LLC | 31,344 | $3.84M | $6.39M | $2.55M | 66.38% |
Matthew C. Jessup Jessup Wealth Management Inc. | 17,864 | $1.17M | $3.64M | $2.48M | 212.11% |