| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,221 | $293,341.6 | $415,829.86 | $122,488.26 | 41.76% |
Loni Adams Daymark Wealth Partners LLC | 1,065 | $254,875.1 | $361,588.8 | $106,713.7 | 41.87% |
Belena Vincetti Fortis Capital Advisors LLC | 646 | $206,746.27 | $220,004.99 | $13,258.72 | 6.41% |
| BG Becki Goebel TCP Asset Management LLC | 1,282 | $402,304 | $439,354.22 | $37,050.22 | 9.21% |
Sue Oleari Trifecta Capital Advisors LLC | 1,737 | $393,079.06 | $589,381.47 | $196,302.41 | 49.94% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,181 | $930,595.93 | $1.08M | $148,001.64 | 15.9% |
Amy Ardeel Icon Wealth Advisors LLC | 821 | $222,894.81 | $279,160.52 | $56,265.71 | 25.24% |
Dean Pelos Commonwealth Retirement Investments LLC | 20 | $7,879 | $6,803.5 | -$1,075.5 | -13.65% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 3,470 | $756,163.28 | $1.18M | $422,994.77 | 55.94% |
| THL Team Hewins LLC Team Hewins LLC | 25,574 | $5.86M | $8.65M | $2.79M | 47.63% |
Moises Valladares Insigneo Advisory Services LLC | 884 | $282,386.17 | $298,977.64 | $16,591.47 | 5.88% |
John Canning Mi LLCreek Capital Advisors LLC | 8,964 | $2.41M | $3.06M | $657,148.4 | 27.32% |
David Stevens Stevens Capital Partners | 14,293 | $3.49M | $4.93M | $1.44M | 41.37% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,136 | $245,117.4 | $386,268.4 | $141,151 | 57.59% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 9,053 | $2.12M | $3.12M | $1M | 47.21% |
Jeffrey Rosenthal Viawealth LLC | 778 | $170,140.87 | $268,573.38 | $98,432.51 | 57.85% |
Ira Ravitz Beverly Hills Private Wealth LLC | 530 | $208,799 | $180,920.8 | -$27,878.2 | -13.35% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 973 | $280,016.57 | $332,610.32 | $52,593.75 | 18.78% |
Vickie Chrisman LMG Wealth Partners LLC | 47,501 | $10.53M | $16.38M | $5.85M | 55.51% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,330 | $382,209.77 | $458,477.6 | $76,267.83 | 19.95% |