| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 957 | $285,199 | $179,494.92 | -$105,704.08 | -37.06% |
| RDL Rodrigo De La Garza Summa Corp. | 50,000 | $5.17M | $10.53M | $5.36M | 103.54% |
Kellie Borror Daner Wealth Management LLC | 3,057 | $246,623.44 | $573,370.92 | $326,747.48 | 132.49% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,798 | $403,367.8 | $899,912.88 | $496,545.08 | 123.1% |
Loni Adams Daymark Wealth Partners LLC | 2,671 | $214,103.92 | $500,972.76 | $286,868.84 | 133.99% |
Brian Matter Creative Capital Management Investments LLC | 33 | $9,830.37 | $6,189.48 | -$3,640.89 | -37.04% |
Nolan Langford Left Brain Wealth Management LLC | 2,194 | $653,571 | $411,506.64 | -$242,064.36 | -37.04% |
Michael Snyder Beaumont Financial Advisors LLC | 2,350 | $232,801 | $440,766 | $207,965 | 89.33% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 820 | $244,270 | $153,799.2 | -$90,470.8 | -37.04% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,983 | $196,416.15 | $371,931.48 | $175,515.33 | 89.36% |
Belena Vincetti Fortis Capital Advisors LLC | 4,552 | $407,456.13 | $853,773.12 | $446,316.99 | 109.54% |
Patrick D. Hayes Canopy Partners LLC | 932 | $277,633 | $174,805.92 | -$102,827.08 | -37.04% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 3,103 | $184,121.44 | $581,998.68 | $397,877.24 | 216.1% |
Marc White Clarendon Private LLC | 1,730 | $515,350 | $324,478.8 | -$190,871.2 | -37.04% |
Sheryl Stephens Stephens Consulting LLC | 1,000 | $109,260.22 | $187,560 | $78,299.78 | 71.66% |
Stephen Smith Kestra Investment Management LLC | 6,016 | $595,867.3 | $1.29M | $695,677.66 | 116.75% |
Sue Oleari Trifecta Capital Advisors LLC | 1,314 | $61,879.68 | $246,453.84 | $184,574.16 | 298.28% |
Scott Register Register Financial Advisors LLC | 11,410 | $806,255 | $2.14M | $1.33M | 165.43% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,254 | $377,272.69 | $797,880.24 | $420,607.55 | 111.49% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 8,056 | $711,466.69 | $1.51M | $799,516.67 | 112.38% |