| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 3,795 | $192,768.08 | $237,680.85 | $44,912.77 | 23.3% |
Richard S. Levenson Western Financial Corp./CA | 12,363 | $730,079.47 | $774,294.69 | $44,215.22 | 6.06% |
Victoria Latham Fiduciary Alliance LLC | 49,870 | $2.9M | $3.12M | $225,964.96 | 7.8% |
Loni Adams Daymark Wealth Partners LLC | 19,300 | $900,786.09 | $1.21M | $307,972.91 | 34.19% |
Brian Matter Creative Capital Management Investments LLC | 88 | $5,534.32 | $5,511.44 | -$22.88 | -0.41% |
Erik Brenner Hilltop Partners LLC | 4,319 | $257,379.36 | $299,695.41 | $42,316.05 | 16.44% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 19,382 | $843,040.06 | $1.21M | $370,854.6 | 43.99% |
Belena Vincetti Fortis Capital Advisors LLC | 22,207 | $1.31M | $1.39M | $85,496.95 | 6.55% |
| BP Brett Pohl Kingdom Financial Group LLC | 43 | $2,527.55 | $2,993.23 | $465.68 | 18.42% |
Stephen Smith Kestra Investment Management LLC | 8,593 | $540,422 | $596,268.27 | $55,846.27 | 10.33% |
Sue Oleari Trifecta Capital Advisors LLC | 34 | $1,267.92 | $2,129.42 | $861.5 | 67.95% |
Amy Hart Phillips Wealth Planners LLC | 3,517 | $221,184.13 | $244,818.37 | $23,634.24 | 10.69% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,568 | $648,271.9 | $1.01M | $360,125.06 | 55.55% |
Amy Ardeel Icon Wealth Advisors LLC | 8,865 | $470,180.61 | $615,142.35 | $144,961.74 | 30.83% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 46,562 | $2.93M | $3.23M | $302,653.18 | 10.34% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 7,691 | $403,141.29 | $481,687.33 | $78,546.04 | 19.48% |
Jeffrey Hanson Breakwater Capital Group | 15,770 | $661,928.65 | $987,675.1 | $325,746.45 | 49.21% |
Moises Valladares Insigneo Advisory Services LLC | 16,366 | $784,303.93 | $1.09M | $303,871.41 | 38.74% |
Dana Anspach Sensible Money LLC | 38,368 | $1.57M | $2.4M | $836,379.85 | 53.39% |
Scott Highmark Mosaic Family Wealth Partners LLC | 35,857 | $1.4M | $2.49M | $1.08M | 77.21% |