| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 22,735 | $2.34M | $7.88M | $5.54M | 236.71% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,984 | $574,615.11 | $692,316.8 | $117,701.69 | 20.48% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,952 | $242,946.82 | $672,249.28 | $429,302.46 | 176.71% |
Holly Skipper Verum Partners LLC | 6,964 | $1.23M | $2.4M | $1.17M | 94.7% |
Christopher Casanega Sharper & Granite LLC | 629 | $224,786 | $219,756.87 | -$5,029.13 | -2.24% |
Belena Vincetti Fortis Capital Advisors LLC | 13,023 | $3.03M | $4.46M | $1.43M | 47.21% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,700 | $2.17M | $5.44M | $3.27M | 150.81% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,957 | $212,251.31 | $670,546.48 | $458,295.17 | 215.92% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,206 | $564,133.8 | $1.1M | $538,056.94 | 95.38% |
Patrick D. Hayes Canopy Partners LLC | 34,397 | $4.91M | $11.83M | $6.91M | 140.63% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 5,574 | $788,039.29 | $1.95M | $1.16M | 146.86% |
Adam Laibson Mainsail Financial Group LLC | 1,723 | $293,351.11 | $603,825.35 | $310,474.24 | 105.84% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 7,418 | $2.32M | $2.58M | $262,152.12 | 11.29% |
Marc White Clarendon Private LLC | 7,248 | $1.67M | $2.53M | $856,337.95 | 51.27% |
Sheryl Stephens Stephens Consulting LLC | 1,143 | $355,023.6 | $390,083.04 | $35,059.44 | 9.88% |
Cornell P. Abod Beacon Investment Advisors LLC | 9,057 | $841,752.24 | $3.12M | $2.28M | 270.94% |
Dennis Wallace Fortune Financial Advisors LLC | 21,443 | $2.88M | $7.4M | $4.52M | 157.09% |
| JS Jeffrey Starkey Kooman & Associates | 1,178 | $210,474.34 | $409,885.1 | $199,410.76 | 94.74% |
| BG Becki Goebel TCP Asset Management LLC | 1,382 | $354,147.26 | $476,209.56 | $122,062.3 | 34.47% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 711 | $254,090.19 | $242,159.49 | -$11,930.7 | -4.7% |