| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 4,231 | $471,162.44 | $621,576.21 | $150,413.77 | 31.92% |
Victoria Latham Fiduciary Alliance LLC | 15,712 | $1.98M | $2.31M | $330,840.74 | 16.73% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,164 | $902,447.96 | $1.05M | $151,842.1 | 16.83% |
Loni Adams Daymark Wealth Partners LLC | 25,882 | $2.83M | $3.8M | $974,072.61 | 34.41% |
Jessica Thayer Unique Wealth LLC | 2,677 | $392,100.9 | $393,826.85 | $1,725.95 | 0.44% |
Brian Matter Creative Capital Management Investments LLC | 615 | $73,667.01 | $88,916.7 | $15,249.69 | 20.7% |
Michael Snyder Beaumont Financial Advisors LLC | 31,972 | $2.59M | $4.71M | $2.12M | 81.93% |
Erik Brenner Hilltop Partners LLC | 9,280 | $906,955.75 | $1.36M | $450,383.45 | 49.66% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 1,660 | $200,545 | $239,139.6 | $38,594.6 | 19.24% |
Holly Skipper Verum Partners LLC | 4,157 | $386,104.59 | $611,557.05 | $225,452.46 | 58.39% |
Belena Vincetti Fortis Capital Advisors LLC | 5,126 | $607,647.1 | $754,034.6 | $146,387.5 | 24.09% |
Patrick D. Hayes Canopy Partners LLC | 1,728 | $225,249.52 | $254,223.36 | $28,973.84 | 12.86% |
Marc White Clarendon Private LLC | 4,867 | $594,075.44 | $709,219.24 | $115,143.8 | 19.38% |
Dennis Wallace Fortune Financial Advisors LLC | 13,630 | $1.4M | $2M | $590,997.99 | 42.08% |
| BP Brett Pohl Kingdom Financial Group LLC | 48 | $7,601.74 | $7,056 | -$545.74 | -7.18% |
Stephen Smith Kestra Investment Management LLC | 4,755 | $683,379.35 | $698,842.35 | $15,463 | 2.26% |
Sue Oleari Trifecta Capital Advisors LLC | 47,180 | $4.07M | $6.95M | $2.88M | 70.62% |
Amy Hart Phillips Wealth Planners LLC | 11,041 | $1.26M | $1.63M | $365,572.39 | 29% |
Bree Pate Olisti Co. Wealth LLC | 4,003 | $394,427.89 | $588,841.3 | $194,413.41 | 49.29% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 30,041 | $3.25M | $4.41M | $1.17M | 35.99% |