| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard S. Levenson Western Financial Corp./CA | 12,275 | $1.81M | $2.24M | $436,609.6 | 24.16% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,680 | $204,133.44 | $307,137.62 | $103,004.18 | 50.46% |
Victoria Latham Fiduciary Alliance LLC | 7,942 | $501,981.38 | $1.45M | $949,975.14 | 189.25% |
Gary Dempsey Leslie Global Wealth LLC | 904 | $272,746 | $165,269.29 | -$107,476.71 | -39.41% |
Christopher D. Rich EnRich Financial Partners LLC | 1,520 | $223,806.32 | $277,886.42 | $54,080.1 | 24.16% |
Nolan Hoffmeyer Thematics Asset Management | 219,380 | $8.92M | $40.11M | $31.19M | 349.62% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 157,550 | $10.59M | $28.8M | $18.22M | 172.07% |
Loni Adams Daymark Wealth Partners LLC | 2,799 | $348,859.49 | $511,713.21 | $162,853.72 | 46.68% |
Brian Matter Creative Capital Management Investments LLC | 336 | $33,308.38 | $61,427.52 | $28,119.14 | 84.42% |
Nolan Langford Left Brain Wealth Management LLC | 900 | $271,539 | $164,538.01 | -$107,000.99 | -39.41% |
Holly Skipper Verum Partners LLC | 928 | $280,017 | $169,656.97 | -$110,360.03 | -39.41% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,444 | $287,877.49 | $629,632.11 | $341,754.62 | 118.72% |
Patrick D. Hayes Canopy Partners LLC | 1,810 | $271,140.28 | $330,904.22 | $59,763.94 | 22.04% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,180 | $356,018 | $215,727.61 | -$140,290.39 | -39.41% |
Marc White Clarendon Private LLC | 3,063 | $365,198.2 | $559,977.69 | $194,779.49 | 53.34% |
Dennis Wallace Fortune Financial Advisors LLC | 6,435 | $947,495.83 | $1.18M | $228,950.93 | 24.16% |
| BG Becki Goebel TCP Asset Management LLC | 1,306 | $394,033 | $238,762.93 | -$155,270.07 | -39.41% |
Lucas Mosher SP Asset Management LLC | 6,720 | $273,496.62 | $1.23M | $955,053.85 | 349.2% |
| BP Brett Pohl Kingdom Financial Group LLC | 90 | $13,258.98 | $16,453.8 | $3,194.82 | 24.1% |
Stephen Smith Kestra Investment Management LLC | 2,799 | $476,867.2 | $547,064.55 | $70,197.35 | 14.72% |