| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 197,434 | $16.49M | $18.6M | $2.12M | 12.85% |
Loni Adams Daymark Wealth Partners LLC | 18,109 | $1.57M | $1.73M | $167,700.13 | 10.71% |
Brian Matter Creative Capital Management Investments LLC | 52 | $4,067.96 | $4,963.4 | $895.44 | 22.01% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,834 | $330,835 | $365,955.3 | $35,120.3 | 10.62% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 13,420 | $1.16M | $1.25M | $90,760.36 | 7.84% |
Belena Vincetti Fortis Capital Advisors LLC | 3,873 | $370,889.4 | $364,952.79 | -$5,936.61 | -1.6% |
| YG Youse Guia DoubleLine ETF Adviser LP | 14,017 | $1.21M | $1.3M | $89,148.46 | 7.34% |
Sheryl Stephens Stephens Consulting LLC | 100 | $7,988.08 | $9,423 | $1,434.92 | 17.96% |
Cornell P. Abod Beacon Investment Advisors LLC | 8,084 | $630,219.27 | $751,892.86 | $121,673.59 | 19.31% |
| BG Becki Goebel TCP Asset Management LLC | 2,922 | $241,347.56 | $271,775.23 | $30,427.67 | 12.61% |
| BP Brett Pohl Kingdom Financial Group LLC | 153 | $13,318.41 | $14,657.4 | $1,338.99 | 10.05% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 72,779 | $5.76M | $6.96M | $1.2M | 20.84% |
Stephen Smith Kestra Investment Management LLC | 8,947 | $858,778.39 | $843,075.81 | -$15,702.58 | -1.83% |
Amy Hart Phillips Wealth Planners LLC | 12,236 | $1.09M | $1.14M | $46,047.96 | 4.22% |
Scott Register Register Financial Advisors LLC | 5,082 | $423,165.18 | $478,876.86 | $55,711.68 | 13.17% |
Bree Pate Olisti Co. Wealth LLC | 180 | $17,291 | $16,961.4 | -$329.6 | -1.91% |
Timothy J. Videnka Forza Wealth Management LLC | 6,687 | $581,882.62 | $621,957.88 | $40,075.26 | 6.89% |
John J. Edwards Breed's Hi LLCapital LLC | 3,957 | $324,722.37 | $372,868.11 | $48,145.74 | 14.83% |
Bepin Serraj Richard W. Paul & Associates LLC | 295 | $24,021.18 | $27,797.85 | $3,776.67 | 15.72% |
Justin Halverson Great Waters Wealth Management | 12,571 | $1.08M | $1.18M | $100,731.99 | 9.29% |