| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary Dempsey Leslie Global Wealth LLC | 2,603 | $529,984.41 | $908,577.15 | $378,592.74 | 71.43% |
| RDL Rodrigo De La Garza Summa Corp. | 9,928 | $1.55M | $3.46M | $1.92M | 123.72% |
Christopher D. Rich EnRich Financial Partners LLC | 1,164 | $208,218.71 | $406,410.6 | $198,191.89 | 95.18% |
Nolan Hoffmeyer Thematics Asset Management | 180,819 | $23.23M | $63.04M | $39.81M | 171.34% |
Mark Meredith Meredith Wealth Planning | 7,444 | $878,252.39 | $2.57M | $1.69M | 192.06% |
Morgan Carter RFP Financial Group LLC | 1,140 | $201,120.55 | $396,058.8 | $194,938.25 | 96.93% |
Kellie Borror Daner Wealth Management LLC | 1,817 | $347,084.51 | $634,914.31 | $287,829.8 | 82.93% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 60,051 | $7.12M | $20.58M | $13.46M | 189% |
Loni Adams Daymark Wealth Partners LLC | 327,676 | $43.07M | $111.59M | $68.52M | 159.08% |
Jessica Thayer Unique Wealth LLC | 9,777 | $1.62M | $3.33M | $1.71M | 105.19% |
Stephen Cheifetz Kades & Cheifetz LLC | 2,351 | $207,428.85 | $819,866.35 | $612,437.5 | 295.25% |
Brian Matter Creative Capital Management Investments LLC | 5,896 | $1.54M | $2.06M | $518,796.56 | 33.68% |
Nolan Langford Left Brain Wealth Management LLC | 27,444 | $7.91M | $9.59M | $1.68M | 21.2% |
Michael Snyder Beaumont Financial Advisors LLC | 212,200 | $19.03M | $72.72M | $53.69M | 282.11% |
Erik Brenner Hilltop Partners LLC | 13,905 | $2.2M | $4.8M | $2.6M | 118.47% |
Parker Johnson Cooper Capital Advisors LLC | 2,596 | $505,515.66 | $884,171.64 | $378,655.98 | 74.9% |
Jade Franke Retirement Investment Advisors Inc. | 704 | $220,352 | $245,801.6 | $25,449.6 | 11.55% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 5,317 | $915,594.83 | $1.85M | $936,528.95 | 102.29% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,928 | $314,916.48 | $673,701.04 | $358,784.56 | 113.93% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,071 | $529,705.23 | $723,234.62 | $193,529.39 | 36.54% |