| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
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% |
Stephen Smith Kestra Investment Management LLC | 596 | $451,150 | $582,035.73 | $130,885.73 | 29.01% |
Sue Oleari Trifecta Capital Advisors LLC | 205 | $76,170.35 | $200,196.85 | $124,026.5 | 162.83% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,777 | $1.98M | $3.69M | $1.71M | 85.97% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,023 | $1.67M | $2.95M | $1.28M | 76.6% |
Timothy J. Videnka Forza Wealth Management LLC | 1,169 | $438,880.77 | $1.14M | $702,729.57 | 160.12% |
Amy Ardeel Icon Wealth Advisors LLC | 543 | $401,767.76 | $530,277.52 | $128,509.76 | 31.99% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 179 | $135,690.61 | $178,756.56 | $43,065.95 | 31.74% |
Jonathan Seed Seed Wealth Management Inc. | 399 | $155,645.67 | $398,118.21 | $242,472.54 | 155.78% |
Dean Pelos Commonwealth Retirement Investments LLC | 106 | $80,094 | $103,516.42 | $23,422.42 | 29.24% |
Andy Peters Goldstein Advisors LLC | 588 | $396,756.56 | $574,223.17 | $177,466.61 | 44.73% |