| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard S. Levenson Western Financial Corp./CA | 8,414 | $1.8M | $2.53M | $735,804.2 | 40.93% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 4,351 | $331,118.78 | $1.31M | $979,010.79 | 295.67% |
Victoria Latham Fiduciary Alliance LLC | 3,205 | $869,028.61 | $919,578.63 | $50,550.02 | 5.82% |
Gary Dempsey Leslie Global Wealth LLC | 976 | $209,630.65 | $266,731.04 | $57,100.39 | 27.24% |
Christopher D. Rich EnRich Financial Partners LLC | 624 | $270,398 | $170,511.12 | -$99,886.88 | -36.94% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 28,829 | $2.08M | $8.27M | $6.19M | 297.22% |
Loni Adams Daymark Wealth Partners LLC | 6,691 | $817,816.19 | $1.81M | $987,783.61 | 120.78% |
Jessica Thayer Unique Wealth LLC | 591 | $256,098 | $177,956 | -$78,142 | -30.51% |
Brian Matter Creative Capital Management Investments LLC | 73 | $31,633.09 | $20,251.66 | -$11,381.43 | -35.98% |
Nolan Langford Left Brain Wealth Management LLC | 1,250 | $541,663 | $346,181.25 | -$195,481.75 | -36.09% |
Michael Snyder Beaumont Financial Advisors LLC | 16,404 | $1.21M | $4.71M | $3.49M | 287.68% |
Holly Skipper Verum Partners LLC | 837 | $362,771 | $252,029.06 | -$110,741.94 | -30.53% |
Belena Vincetti Fortis Capital Advisors LLC | 2,874 | $648,767.12 | $824,608.11 | $175,840.99 | 27.1% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,826 | $514,729.9 | $850,936.83 | $336,206.93 | 65.32% |
Patrick D. Hayes Canopy Partners LLC | 2,485 | $383,369.69 | $748,258.33 | $364,888.64 | 95.18% |
Marc White Clarendon Private LLC | 4,103 | $1.42M | $1.18M | -$240,939.22 | -17% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,411 | $755,136.59 | $1.19M | $438,215.35 | 58.03% |
Stephen Smith Kestra Investment Management LLC | 7,468 | $889,940.39 | $2.14M | $1.25M | 140.77% |
Sue Oleari Trifecta Capital Advisors LLC | 41,475 | $5.71M | $11.9M | $6.19M | 108.24% |
Amy Hart Phillips Wealth Planners LLC | 1,015 | $117,066.1 | $305,626.64 | $188,560.54 | 161.07% |