| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 74,707 | $7.76M | $15.72M | $7.96M | 102.7% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 8,360 | $1.07M | $1.82M | $752,923.3 | 70.59% |
Loni Adams Daymark Wealth Partners LLC | 12,270 | $1.83M | $2.58M | $756,491.95 | 41.44% |
Brian Matter Creative Capital Management Investments LLC | 136 | $19,258.8 | $28,617.12 | $9,358.32 | 48.59% |
Michael Snyder Beaumont Financial Advisors LLC | 2,062 | $200,341.71 | $433,886.04 | $233,544.33 | 116.57% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 1,124 | $234,960.95 | $236,512.08 | $1,551.13 | 0.66% |
Holly Skipper Verum Partners LLC | 1,135 | $237,332 | $238,826.7 | $1,494.7 | 0.63% |
Belena Vincetti Fortis Capital Advisors LLC | 14,117 | $2.25M | $2.97M | $721,450.74 | 32.08% |
Patrick D. Hayes Canopy Partners LLC | 5,323 | $515,742.78 | $1.12M | $604,322.88 | 117.18% |
Marc White Clarendon Private LLC | 7,475 | $974,544.01 | $1.57M | $598,345.49 | 61.4% |
Sheryl Stephens Stephens Consulting LLC | 162 | $21,163.02 | $34,088.04 | $12,925.02 | 61.07% |
| BG Becki Goebel TCP Asset Management LLC | 962 | $201,096 | $202,424.04 | $1,328.04 | 0.66% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,283 | $869,423 | $1.11M | $242,225.86 | 27.86% |
| BP Brett Pohl Kingdom Financial Group LLC | 116 | $19,756.59 | $25,087.32 | $5,330.73 | 26.98% |
Stephen Smith Kestra Investment Management LLC | 25,022 | $5.17M | $5.46M | $289,058.35 | 5.59% |
Sue Oleari Trifecta Capital Advisors LLC | 59,570 | $5.72M | $12.53M | $6.82M | 119.25% |
Amy Hart Phillips Wealth Planners LLC | 1,624 | $166,620.6 | $351,222.48 | $184,601.88 | 110.79% |
Scott Register Register Financial Advisors LLC | 4,934 | $463,763.19 | $1.04M | $574,449.09 | 123.87% |
Bree Pate Olisti Co. Wealth LLC | 154 | $27,340 | $32,404.68 | $5,064.68 | 18.52% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 39,951 | $4.75M | $8.69M | $3.95M | 83.1% |