| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary Dempsey Leslie Global Wealth LLC | 2,812 | $228,531 | $259,378.88 | $30,847.88 | 13.5% |
Morgan Carter RFP Financial Group LLC | 129,916 | $9.21M | $12.03M | $2.82M | 30.58% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,060 | $333,277.11 | $464,406.8 | $131,129.69 | 39.35% |
Loni Adams Daymark Wealth Partners LLC | 218,199 | $14.67M | $20.28M | $5.61M | 38.26% |
Brian Matter Creative Capital Management Investments LLC | 1,957 | $159,045.39 | $180,044 | $20,998.61 | 13.2% |
Michael Snyder Beaumont Financial Advisors LLC | 24,921 | $1.59M | $2.29M | $699,109.72 | 44.02% |
Erik Brenner Hilltop Partners LLC | 18,349 | $1.14M | $1.68M | $541,182.12 | 47.35% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 84,634 | $5.51M | $7.79M | $2.28M | 41.4% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 10,638 | $550,645.28 | $976,355.64 | $425,710.36 | 77.31% |
Holly Skipper Verum Partners LLC | 71,664 | $4.25M | $6.46M | $2.21M | 51.91% |
Belena Vincetti Fortis Capital Advisors LLC | 4,661 | $378,813 | $427,786.58 | $48,973.58 | 12.93% |
| YG Youse Guia DoubleLine ETF Adviser LP | 50,201 | $4.08M | $4.52M | $443,777.11 | 10.88% |
Patrick D. Hayes Canopy Partners LLC | 8,209 | $514,856.24 | $739,712.99 | $224,856.75 | 43.67% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 2,749 | $209,161.8 | $253,512.78 | $44,350.98 | 21.2% |
Adam Laibson Mainsail Financial Group LLC | 15,880 | $934,480.58 | $1.46M | $528,226.22 | 56.53% |
Marc White Clarendon Private LLC | 2,898 | $220,393.08 | $265,978.44 | $45,585.36 | 20.68% |
Sheryl Stephens Stephens Consulting LLC | 1,285 | $82,807.82 | $117,937.3 | $35,129.48 | 42.42% |
Cornell P. Abod Beacon Investment Advisors LLC | 21,825 | $1.39M | $1.97M | $577,525.87 | 41.57% |
Dennis Wallace Fortune Financial Advisors LLC | 3,307 | $204,355.96 | $297,993.77 | $93,637.81 | 45.82% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 5,973 | $381,894.33 | $550,949.52 | $169,055.19 | 44.27% |