| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,791 | $463,343.68 | $682,762.33 | $219,418.65 | 47.36% |
Victoria Latham Fiduciary Alliance LLC | 919 | $223,308 | $224,814.97 | $1,506.97 | 0.67% |
Mark Meredith Meredith Wealth Planning | 1,447 | $282,179.7 | $353,979.61 | $71,799.91 | 25.44% |
Morgan Carter RFP Financial Group LLC | 4,880 | $914,408.54 | $1.23M | $313,692.26 | 34.31% |
Loni Adams Daymark Wealth Partners LLC | 3,972 | $878,659.16 | $971,670.36 | $93,011.2 | 10.59% |
Michael Snyder Beaumont Financial Advisors LLC | 1,040 | $203,749.74 | $254,415.2 | $50,665.46 | 24.87% |
Jade Franke Retirement Investment Advisors Inc. | 398,418 | $68.55M | $97.46M | $28.92M | 42.19% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,310 | $209,055.34 | $327,251.1 | $118,195.76 | 56.54% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,037 | $208,110.06 | $253,681.31 | $45,571.25 | 21.9% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,575 | $307,332.59 | $385,292.25 | $77,959.66 | 25.37% |
Christopher Casanega Sharper & Granite LLC | 25,542 | $4.26M | $6.25M | $1.99M | 46.76% |
Belena Vincetti Fortis Capital Advisors LLC | 6,696 | $1.27M | $1.64M | $365,863.09 | 28.76% |
Jeffrey D. Munjack JDM Financial Group LLC | 341 | $62,066.18 | $85,168.16 | $23,101.98 | 37.22% |
Adam Laibson Mainsail Financial Group LLC | 44,016 | $8.63M | $10.77M | $2.14M | 24.84% |
Sheryl Stephens Stephens Consulting LLC | 1,091 | $204,584.57 | $266,891.33 | $62,306.76 | 30.46% |
Nelson J. Lam LAM GROUP Inc. | 24,520 | $3.89M | $6M | $2.1M | 54.05% |
| BP Brett Pohl Kingdom Financial Group LLC | 87 | $21,184 | $21,733.47 | $549.47 | 2.59% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,463 | $244,890.35 | $357,893.69 | $113,003.34 | 46.14% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 2,022 | $428,482.59 | $494,641.86 | $66,159.27 | 15.44% |
Sue Oleari Trifecta Capital Advisors LLC | 345 | $64,227 | $84,397.35 | $20,170.35 | 31.4% |