| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,598 | $339,094.85 | $596,630.67 | $257,535.82 | 75.95% |
Victoria Latham Fiduciary Alliance LLC | 29,105 | $4.21M | $6.67M | $2.46M | 58.3% |
Brian Matter Creative Capital Management Investments LLC | 21 | $4,474.68 | $4,822.65 | $347.97 | 7.78% |
Belena Vincetti Fortis Capital Advisors LLC | 1,128 | $247,054.51 | $258,639.12 | $11,584.61 | 4.69% |
Patrick D. Hayes Canopy Partners LLC | 1,647 | $284,095.06 | $377,706.51 | $93,611.45 | 32.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 23 | $4,930 | $5,297.82 | $367.82 | 7.46% |
Amy Hart Phillips Wealth Planners LLC | 2,529 | $340,333.48 | $581,973.48 | $241,640 | 71% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,260 | $487,547.68 | $517,788.6 | $30,240.92 | 6.2% |
Dean Pelos Commonwealth Retirement Investments LLC | 400 | $85,232 | $91,716 | $6,484 | 7.61% |
| LQ Louise Quant Trium Capital LLP | 8,596 | $1.85M | $1.97M | $122,462.3 | 6.62% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,388 | $450,536.08 | $550,099.68 | $99,563.6 | 22.1% |
Moises Valladares Insigneo Advisory Services LLC | 1,467 | $312,688 | $338,796.31 | $26,108.31 | 8.35% |
Ashley Buboltz Moran Wealth Management LLC | 94,384 | $17.15M | $21.63M | $4.48M | 26.14% |
David Smith Linden Thomas Advisory Services LLC | 1,173 | $249,943 | $268,746.03 | $18,803.03 | 7.52% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,200 | $185,541.18 | $275,460 | $89,918.82 | 48.46% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,057 | $212,647.26 | $242,401.81 | $29,754.55 | 13.99% |
Vickie Chrisman LMG Wealth Partners LLC | 1,217 | $200,695 | $280,701.05 | $80,006.05 | 39.86% |
Paul B. Ordonio Park Place Capital Corp. | 537 | $107,441.06 | $122,790.42 | $15,349.36 | 14.29% |
| SM Sarah Moore BOS Asset Management LLC | 2,706 | $368,159.09 | $622,664.13 | $254,505.04 | 69.13% |
Sheila J. Lindsay Bensler LLC | 18,958 | $3.62M | $4.37M | $749,574.97 | 20.71% |