| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 26,356 | $4.06M | $9.4M | $5.34M | 131.34% |
| YG Youse Guia DoubleLine ETF Adviser LP | 12,462 | $1.72M | $4.28M | $2.56M | 149.29% |
Jeffrey D. Munjack JDM Financial Group LLC | 652 | $106,640.53 | $222,625.4 | $115,984.87 | 108.76% |
Angela McCray SurgoCap Partners LP | 966,080 | $271.61M | $331.89M | $60.28M | 22.19% |
Patrick D. Hayes Canopy Partners LLC | 11,725 | $2.23M | $4.18M | $1.96M | 87.87% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 14,820 | $1.36M | $5.29M | $3.93M | 289.95% |
Adam Laibson Mainsail Financial Group LLC | 9,124 | $1.13M | $3.25M | $2.13M | 188.24% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 2,064 | $183,139 | $729,396.98 | $546,257.98 | 298.28% |
Marc White Clarendon Private LLC | 10,891 | $2.19M | $3.88M | $1.7M | 77.49% |
Sheryl Stephens Stephens Consulting LLC | 152 | $30,175.61 | $54,210.8 | $24,035.19 | 79.65% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,614 | $225,397.35 | $552,585.18 | $327,187.83 | 145.16% |
Dennis Wallace Fortune Financial Advisors LLC | 6,181 | $1.24M | $2.2M | $963,039.5 | 77.58% |
| JS Jeffrey Starkey Kooman & Associates | 4,014 | $391,454.99 | $1.43M | $1.04M | 265.71% |
| BG Becki Goebel TCP Asset Management LLC | 2,620 | $720,942.6 | $934,422.97 | $213,480.37 | 29.61% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,165 | $411,629 | $415,497.24 | $3,868.24 | 0.94% |
Lucas Mosher SP Asset Management LLC | 58,506 | $5.92M | $20.87M | $14.95M | 252.62% |
| BP Brett Pohl Kingdom Financial Group LLC | 350 | $106,407.65 | $123,686.5 | $17,278.85 | 16.24% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 1,296 | $388,388.56 | $462,218.39 | $73,829.83 | 19.01% |
Stephen Smith Kestra Investment Management LLC | 12,252 | $2.46M | $4.6M | $2.14M | 86.99% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,991 | $342,796.94 | $710,090.13 | $367,293.19 | 107.15% |