| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridget Davis Cedar Point Capital Partners LLC | 3,158 | $202,241.38 | $282,356.78 | $80,115.4 | 39.61% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 4,622 | $389,413.73 | $411,820.2 | $22,406.47 | 5.75% |
| VL Victoria Latham Fiduciary Alliance LLC | 139,034 | $11.15M | $12.43M | $1.28M | 11.44% |
| GD Gary Dempsey Leslie Global Wealth LLC | 6,056 | $488,552.46 | $541,466.96 | $52,914.5 | 10.83% |
Kellie Borror Daner Wealth Management LLC | 3,349 | $268,857.72 | $299,434.09 | $30,576.37 | 11.37% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 251,355 | $17.87M | $22.47M | $4.6M | 25.74% |
Loni Adams Daymark Wealth Partners LLC | 53,633 | $3.97M | $4.8M | $828,962.08 | 20.87% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 3,127 | $251,485.49 | $279,585.07 | $28,099.58 | 11.17% |
Brian Matter Creative Capital Management Investments LLC | 144 | $10,236.01 | $12,875.04 | $2,639.03 | 25.78% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 36,890 | $2.48M | $3.3M | $827,415.9 | 33.43% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 4,055 | $376,628 | $363,023.87 | -$13,604.13 | -3.61% |
Belena Vincetti Fortis Capital Advisors LLC | 17,049 | $1.38M | $1.53M | $145,172.87 | 10.51% |
| PDH Patrick D. Hayes Canopy Partners LLC | 11,175 | $765,197.59 | $1M | $235,244.28 | 30.74% |
Marc White Clarendon Private LLC | 10,011 | $724,578.55 | $896,234.77 | $171,656.22 | 23.69% |
| SS Sheryl Stephens Stephens Consulting LLC | 124 | $9,707.58 | $11,101.1 | $1,393.52 | 14.35% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 2,466 | $229,042 | $220,768.65 | -$8,273.35 | -3.61% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,175 | $95,497.06 | $105,191.87 | $9,694.81 | 10.15% |
| SS Stephen Smith Kestra Investment Management LLC | 10,887 | $870,302.51 | $974,658.67 | $104,356.16 | 11.99% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,764 | $126,086.68 | $157,922.1 | $31,835.42 | 25.25% |
Amy Hart Phillips Wealth Planners LLC | 6,955 | $526,453.84 | $622,646.37 | $96,192.53 | 18.27% |