| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 740 | $385,784.78 | $722,661.81 | $336,877.03 | 87.32% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 907 | $415,443.23 | $885,749 | $470,305.77 | 113.21% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,124 | $1.75M | $5M | $3.26M | 186.66% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 746 | $318,731.58 | $728,521.23 | $409,789.65 | 128.57% |
Bert D. Barre Colonial Trust Co. / SC | 344 | $222,789.35 | $341,733.04 | $118,943.69 | 53.39% |
Daniel Guy Ethos Financial Group LLC | 322 | $264,529.5 | $314,455.54 | $49,926.04 | 18.87% |
Richard S. Levenson Western Financial Corp./CA | 1,059 | $476,093.45 | $1.03M | $558,094.19 | 117.22% |
Drew Hartman Warther Private Wealth LLC | 11,613 | $8.77M | $11.56M | $2.78M | 31.74% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,786 | $1.03M | $1.74M | $717,300.9 | 69.85% |
Loni Adams Daymark Wealth Partners LLC | 635 | $399,369.95 | $631,920.25 | $232,550.3 | 58.23% |
Jessica Thayer Unique Wealth LLC | 1,113 | $859,837.97 | $1.09M | $227,084.45 | 26.41% |
Stephen Cheifetz Kades & Cheifetz LLC | 635 | $238,602.32 | $632,263.15 | $393,660.83 | 164.99% |
Brian Matter Creative Capital Management Investments LLC | 337 | $240,153.38 | $336,541.68 | $96,388.3 | 40.14% |
Michael Snyder Beaumont Financial Advisors LLC | 424 | $252,632.69 | $414,065.68 | $161,432.99 | 63.9% |
| YG Youse Guia DoubleLine ETF Adviser LP | 1,427 | $1.23M | $1.39M | $158,696.25 | 12.85% |
Jeffrey D. Munjack JDM Financial Group LLC | 25 | $14,247.75 | $24,414.25 | $10,166.5 | 71.36% |
Angela McCray SurgoCap Partners LP | 376,870 | $246.49M | $376.21M | $129.72M | 52.63% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 253 | $216,014 | $252,124.62 | $36,110.62 | 16.72% |
Sheryl Stephens Stephens Consulting LLC | 1 | $821 | $976.57 | $155.57 | 18.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 2 | $1,747.91 | $1,986.32 | $238.41 | 13.64% |