| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 803 | $236,903.05 | $307,886.27 | $70,983.22 | 29.96% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,281 | $322,966.15 | $491,161.03 | $168,194.88 | 52.08% |
Victoria Latham Fiduciary Alliance LLC | 2,273 | $646,317.87 | $871,513.68 | $225,195.81 | 34.84% |
Kellie Borror Daner Wealth Management LLC | 774 | $260,574.84 | $306,333.72 | $45,758.88 | 17.56% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,856 | $615,709.55 | $731,653.76 | $115,944.21 | 18.83% |
Loni Adams Daymark Wealth Partners LLC | 9,183 | $2.36M | $3.52M | $1.16M | 49.19% |
Jessica Thayer Unique Wealth LLC | 874 | $233,756.7 | $335,109.09 | $101,352.39 | 43.36% |
Brian Matter Creative Capital Management Investments LLC | 2,097 | $742,770.94 | $804,031.76 | $61,260.82 | 8.25% |
Michael Snyder Beaumont Financial Advisors LLC | 9,649 | $2.13M | $3.7M | $1.57M | 73.36% |
Erik Brenner Hilltop Partners LLC | 3,893 | $1.38M | $1.5M | $122,771.72 | 8.9% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,568 | $340,010.27 | $601,202.58 | $261,192.31 | 76.82% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,661 | $904,918.57 | $1.4M | $498,782.09 | 55.12% |
Belena Vincetti Fortis Capital Advisors LLC | 2,439 | $842,013.48 | $935,161.4 | $93,147.92 | 11.06% |
Patrick D. Hayes Canopy Partners LLC | 1,046 | $292,902.12 | $401,057.33 | $108,155.21 | 36.93% |
Cornell P. Abod Beacon Investment Advisors LLC | 864 | $250,614.53 | $340,597.44 | $89,982.91 | 35.9% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,688 | $581,041.39 | $661,780.38 | $80,738.99 | 13.9% |
Stephen Smith Kestra Investment Management LLC | 1,130 | $388,420.38 | $435,908.81 | $47,488.43 | 12.23% |
Sue Oleari Trifecta Capital Advisors LLC | 100 | $29,014.36 | $38,342 | $9,327.64 | 32.15% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,430 | $1.45M | $1.75M | $294,706.78 | 20.3% |
Timothy J. Videnka Forza Wealth Management LLC | 4,061 | $1.05M | $1.56M | $504,018.9 | 47.86% |