| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 626 | $270,093.95 | $253,761.62 | -$16,332.33 | -6.05% |
Daniel Guy Ethos Financial Group LLC | 3,475 | $570,352 | $1.41M | $838,308.75 | 146.98% |
Richard S. Levenson Western Financial Corp./CA | 2,638 | $1.14M | $1.07M | -$68,824.94 | -6.05% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,756 | $757,571 | $850,782 | $93,211 | 12.3% |
Loni Adams Daymark Wealth Partners LLC | 1,964 | $336,169.87 | $796,146.68 | $459,976.81 | 136.83% |
Brian Matter Creative Capital Management Investments LLC | 8 | $3,451.68 | $3,242.96 | -$208.72 | -6.05% |
Nolan Langford Left Brain Wealth Management LLC | 22,773 | $9.83M | $9.23M | -$594,147.99 | -6.05% |
Michael Snyder Beaumont Financial Advisors LLC | 8,684 | $369,324.02 | $3.52M | $3.15M | 853.16% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 659 | $284,332.13 | $267,138.83 | -$17,193.3 | -6.05% |
Patrick D. Hayes Canopy Partners LLC | 1,413 | $231,915.44 | $572,787.81 | $340,872.37 | 146.98% |
Sheryl Stephens Stephens Consulting LLC | 3,030 | $358,952.99 | $1.23M | $869,318.11 | 242.18% |
Lucas Mosher SP Asset Management LLC | 1,852 | $231,964.16 | $750,745.24 | $518,781.08 | 223.65% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,149 | $925,069.32 | $975,065.79 | $49,996.47 | 5.4% |
Stephen Smith Kestra Investment Management LLC | 15,834 | $2.46M | $7.54M | $5.09M | 206.97% |
Sue Oleari Trifecta Capital Advisors LLC | 63 | $8,277.61 | $25,538.31 | $17,260.7 | 208.52% |
Scott Register Register Financial Advisors LLC | 1,049 | $452,602 | $425,233.13 | -$27,368.87 | -6.05% |
Bree Pate Olisti Co. Wealth LLC | 3,742 | $494,781.6 | $1.52M | $1.02M | 206.58% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,111 | $479,352 | $538,279.5 | $58,927.5 | 12.29% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,033 | $445,698 | $418,747.21 | -$26,950.79 | -6.05% |
Amy Ardeel Icon Wealth Advisors LLC | 771 | $332,655.65 | $367,296.69 | $34,641.04 | 10.41% |