| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 36,612 | $3.25M | $4.2M | $955,177.11 | 29.4% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,259 | $489,620 | $826,582.33 | $336,962.33 | 68.82% |
Loni Adams Daymark Wealth Partners LLC | 15,110 | $1.12M | $1.66M | $532,612.67 | 47.35% |
Jessica Thayer Unique Wealth LLC | 174,962 | $14.38M | $19.19M | $4.81M | 33.43% |
Brian Matter Creative Capital Management Investments LLC | 2,368 | $186,851.52 | $259,745.92 | $72,894.4 | 39.01% |
Michael Snyder Beaumont Financial Advisors LLC | 8,166 | $570,618.81 | $895,728.54 | $325,109.73 | 56.97% |
Erik Brenner Hilltop Partners LLC | 2,264 | $208,277.69 | $248,338.16 | $40,060.47 | 19.23% |
Belena Vincetti Fortis Capital Advisors LLC | 4,505 | $396,450.19 | $494,153.45 | $97,703.26 | 24.64% |
Patrick D. Hayes Canopy Partners LLC | 51,719 | $4.13M | $5.67M | $1.54M | 37.29% |
Sheryl Stephens Stephens Consulting LLC | 962 | $92,612 | $105,521.78 | $12,909.78 | 13.94% |
Scott Register Register Financial Advisors LLC | 5,420 | $393,815.47 | $594,519.8 | $200,704.33 | 50.96% |
Bree Pate Olisti Co. Wealth LLC | 1,596 | $124,127.01 | $175,065.24 | $50,938.23 | 41.04% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 189,598 | $15.87M | $21.59M | $5.72M | 36.01% |
Kevin Gray Lodestar Private Asset Management LLC | 92,964 | $6.41M | $10.2M | $3.79M | 59.04% |
Andy Peters Goldstein Advisors LLC | 9,112 | $696,426.88 | $999,495.28 | $303,068.4 | 43.52% |
Jeffrey Hanson Breakwater Capital Group | 9,950 | $818,586.9 | $1.09M | $272,828.6 | 33.33% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 669 | $62,469.59 | $73,382.61 | $10,913.02 | 17.47% |
Jesse Ellington Dover Advisors LLC | 26,847 | $2.26M | $3.04M | $772,563.77 | 34.11% |
Lydia Moore MRP Capital Investments LLC | 2,646 | $253,394.81 | $299,368.44 | $45,973.63 | 18.14% |
Moises Valladares Insigneo Advisory Services LLC | 8,504 | $701,478.24 | $976,429.28 | $274,951.04 | 39.2% |