| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard S. Levenson Western Financial Corp./CA | 12,275 | $1.81M | $2.24M | $430,042.35 | 23.79% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,680 | $204,133.44 | $303,475.2 | $99,341.76 | 48.67% |
Victoria Latham Fiduciary Alliance LLC | 7,942 | $501,981.38 | $1.33M | $829,903.14 | 165.33% |
Gary Dempsey Leslie Global Wealth LLC | 904 | $272,746 | $164,785.64 | -$107,960.36 | -39.58% |
Christopher D. Rich EnRich Financial Partners LLC | 1,520 | $223,806.32 | $277,073.2 | $53,266.88 | 23.8% |
Nolan Hoffmeyer Thematics Asset Management | 219,380 | $8.92M | $40.26M | $31.34M | 351.32% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 154,342 | $10.38M | $25.93M | $15.55M | 149.72% |
Loni Adams Daymark Wealth Partners LLC | 2,799 | $348,859.49 | $469,396.22 | $120,536.73 | 34.55% |
Brian Matter Creative Capital Management Investments LLC | 336 | $33,308.38 | $56,347.67 | $23,039.29 | 69.17% |
Nolan Langford Left Brain Wealth Management LLC | 900 | $271,539 | $151,411.5 | -$120,127.5 | -44.24% |
Holly Skipper Verum Partners LLC | 928 | $280,017 | $155,569.92 | -$124,447.08 | -44.44% |
| QS Quentin Stoker Gallacher Capital Management LLC | 3,444 | $287,877.49 | $584,102.4 | $296,224.91 | 102.9% |
Patrick D. Hayes Canopy Partners LLC | 1,810 | $271,140.28 | $303,428.4 | $32,288.12 | 11.91% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,180 | $356,018 | $217,261.6 | -$138,756.4 | -38.97% |
Marc White Clarendon Private LLC | 3,063 | $365,198.2 | $554,801.19 | $189,602.99 | 51.92% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,174 | $354,283 | $213,157.31 | -$141,125.69 | -39.83% |
Dennis Wallace Fortune Financial Advisors LLC | 6,435 | $947,495.83 | $1.17M | $218,075.72 | 23.02% |
| BG Becki Goebel TCP Asset Management LLC | 1,306 | $394,033 | $238,064.21 | -$155,968.79 | -39.58% |
Lucas Mosher SP Asset Management LLC | 6,720 | $273,496.62 | $1.21M | $941,479.38 | 344.24% |
| BP Brett Pohl Kingdom Financial Group LLC | 20 | $2,946.44 | $3,351.42 | $404.98 | 13.74% |