| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,865 | $474,913.62 | $691,299.57 | $216,385.95 | 45.56% |
Victoria Latham Fiduciary Alliance LLC | 3,105 | $852,163.59 | $1.15M | $298,766.79 | 35.06% |
| RDL Rodrigo De La Garza Summa Corp. | 1,585 | $490,058.41 | $612,967.07 | $122,908.66 | 25.08% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,221 | $293,341.6 | $479,047.14 | $185,705.54 | 63.31% |
Loni Adams Daymark Wealth Partners LLC | 1,065 | $254,875.1 | $394,763.56 | $139,888.46 | 54.89% |
Belena Vincetti Fortis Capital Advisors LLC | 646 | $206,746.27 | $239,452.83 | $32,706.56 | 15.82% |
| BG Becki Goebel TCP Asset Management LLC | 1,282 | $402,304 | $475,198.95 | $72,894.95 | 18.12% |
Sue Oleari Trifecta Capital Advisors LLC | 1,737 | $393,079.06 | $643,853.81 | $250,774.75 | 63.8% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,181 | $930,595.93 | $1.25M | $317,437.61 | 34.11% |
Amy Ardeel Icon Wealth Advisors LLC | 821 | $222,894.81 | $317,505.33 | $94,610.52 | 42.45% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 3,470 | $756,163.28 | $1.29M | $530,061.65 | 70.1% |
| THL Team Hewins LLC Team Hewins LLC | 25,574 | $5.86M | $9.48M | $3.62M | 61.8% |
Moises Valladares Insigneo Advisory Services LLC | 884 | $282,386.17 | $349,754.59 | $67,368.42 | 23.86% |
John Canning Mi LLCreek Capital Advisors LLC | 8,964 | $2.41M | $3.32M | $917,552.69 | 38.15% |
David Stevens Stevens Capital Partners | 14,293 | $3.49M | $5.58M | $2.09M | 59.95% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,136 | $245,117.4 | $439,325.28 | $194,207.88 | 79.23% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 9,053 | $2.12M | $3.36M | $1.24M | 58.32% |
Jeffrey Rosenthal Viawealth LLC | 778 | $170,140.87 | $301,879.56 | $131,738.69 | 77.43% |
Ira Ravitz Beverly Hills Private Wealth LLC | 530 | $208,799 | $206,737.1 | -$2,061.9 | -0.99% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 973 | $280,016.57 | $360,661.92 | $80,645.35 | 28.8% |