| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 8,626 | $6.27M | $7.1M | $829,086.32 | 13.22% |
Jessica Thayer Unique Wealth LLC | 900 | $415,093.44 | $740,727.03 | $325,633.59 | 78.45% |
Brian Matter Creative Capital Management Investments LLC | 456 | $99,715.74 | $375,301.69 | $275,585.95 | 276.37% |
Nolan Langford Left Brain Wealth Management LLC | 12,629 | $8.65M | $10.39M | $1.75M | 20.2% |
Michael Snyder Beaumont Financial Advisors LLC | 1,749 | $346,065.18 | $1.44M | $1.09M | 315.96% |
Erik Brenner Hilltop Partners LLC | 3,232 | $3.23M | $2.89M | -$347,527.26 | -10.75% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 882 | $479,369.87 | $725,912.49 | $246,542.62 | 51.43% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 645 | $184,089.45 | $530,854.37 | $346,764.92 | 188.37% |
Holly Skipper Verum Partners LLC | 1,397 | $1.02M | $1.15M | $127,311.87 | 12.45% |
Belena Vincetti Fortis Capital Advisors LLC | 2,626 | $698,665.2 | $2.16M | $1.46M | 209.34% |
Jeffrey D. Munjack JDM Financial Group LLC | 235 | $79,392.4 | $193,412.06 | $114,019.66 | 143.62% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,120 | $586,586.24 | $921,793.63 | $335,207.39 | 57.15% |
Patrick D. Hayes Canopy Partners LLC | 2,319 | $468,915.85 | $1.91M | $1.44M | 307.03% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 251 | $289,727 | $206,580.54 | -$83,146.46 | -28.7% |
Adam Laibson Mainsail Financial Group LLC | 4,894 | $439,474.49 | $4.03M | $3.59M | 816.53% |
Marc White Clarendon Private LLC | 1,222 | $452,029.91 | $1.01M | $553,712.79 | 122.49% |
Sheryl Stephens Stephens Consulting LLC | 25 | $2,779.87 | $20,575.75 | $17,795.88 | 640.17% |
| BG Becki Goebel TCP Asset Management LLC | 507 | $584,649 | $417,276.22 | -$167,372.78 | -28.63% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,260 | $384,353.68 | $1.11M | $721,371.92 | 187.68% |
Stephen Smith Kestra Investment Management LLC | 8,471 | $2.84M | $7.56M | $4.72M | 166.1% |