| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 12,912 | $4.87M | $7.4M | $2.53M | 52.09% |
Loni Adams Daymark Wealth Partners LLC | 25,164 | $12.19M | $14.42M | $2.24M | 18.34% |
Jessica Thayer Unique Wealth LLC | 1,543 | $839,535.75 | $884,293.26 | $44,757.51 | 5.33% |
Brian Matter Creative Capital Management Investments LLC | 771 | $386,958.67 | $441,860.08 | $54,901.41 | 14.19% |
Michael Snyder Beaumont Financial Advisors LLC | 3,118 | $1.29M | $1.79M | $497,982.3 | 38.63% |
| TA Thomas Anderman Whitford Management LLC | 6,986 | $3.74M | $4M | $260,219.18 | 6.95% |
Erik Brenner Hilltop Partners LLC | 9,385 | $4.6M | $5.36M | $759,290.06 | 16.5% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,241 | $649,571.87 | $698,372.75 | $48,800.88 | 7.51% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 517 | $203,944.39 | $296,292.69 | $92,348.3 | 45.28% |
Holly Skipper Verum Partners LLC | 1,251 | $539,478.4 | $716,948.07 | $177,469.67 | 32.9% |
Belena Vincetti Fortis Capital Advisors LLC | 2,089 | $1.07M | $1.2M | $125,964.34 | 11.76% |
Jeffrey D. Munjack JDM Financial Group LLC | 20 | $7,831.02 | $11,462 | $3,630.98 | 46.37% |
| QS Quentin Stoker Gallacher Capital Management LLC | 454 | $226,852.51 | $260,187.39 | $33,334.88 | 14.69% |
Patrick D. Hayes Canopy Partners LLC | 4,885 | $2.19M | $2.8M | $608,968.13 | 27.8% |
Marc White Clarendon Private LLC | 1,707 | $917,405.28 | $978,281.66 | $60,876.38 | 6.64% |
Sheryl Stephens Stephens Consulting LLC | 41 | $17,356.79 | $23,497.1 | $6,140.31 | 35.38% |
Dennis Wallace Fortune Financial Advisors LLC | 7,451 | $3.1M | $4.27M | $1.17M | 37.58% |
| BG Becki Goebel TCP Asset Management LLC | 479 | $257,413.85 | $274,514.89 | $17,101.04 | 6.64% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,546 | $597,600.57 | $886,012.56 | $288,411.99 | 48.26% |
Lucas Mosher SP Asset Management LLC | 2,055 | $792,944.07 | $1.18M | $384,776.38 | 48.53% |