| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 33,368 | $1.45M | $1.56M | $114,077.27 | 7.88% |
Gary Dempsey Leslie Global Wealth LLC | 9,396 | $404,277.37 | $439,826.76 | $35,549.39 | 8.79% |
Nolan Hoffmeyer Thematics Asset Management | 105,154 | $4.07M | $4.92M | $853,191 | 20.97% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 86,169 | $3.25M | $4.05M | $793,604.85 | 24.38% |
Loni Adams Daymark Wealth Partners LLC | 141,385 | $5.54M | $6.62M | $1.07M | 19.38% |
Brian Matter Creative Capital Management Investments LLC | 308 | $13,040.72 | $14,417.48 | $1,376.76 | 10.56% |
Michael Snyder Beaumont Financial Advisors LLC | 4,962 | $249,083 | $232,271.22 | -$16,811.78 | -6.75% |
Erik Brenner Hilltop Partners LLC | 5,773 | $237,210.18 | $270,638.24 | $33,428.06 | 14.09% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 18,271 | $946,856.05 | $855,265.51 | -$91,590.54 | -9.67% |
Holly Skipper Verum Partners LLC | 11,538 | $466,989.77 | $540,093.78 | $73,104.01 | 15.65% |
Belena Vincetti Fortis Capital Advisors LLC | 9,018 | $399,761.68 | $422,132.58 | $22,370.9 | 5.6% |
| YG Youse Guia DoubleLine ETF Adviser LP | 51,406 | $1.91M | $2.49M | $581,805.52 | 30.46% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 4,836 | $212,529.57 | $226,373.16 | $13,843.59 | 6.51% |
Adam Laibson Mainsail Financial Group LLC | 12,871 | $493,968.86 | $602,491.51 | $108,522.65 | 21.97% |
Sheryl Stephens Stephens Consulting LLC | 982 | $46,476.58 | $45,967.42 | -$509.16 | -1.1% |
Cornell P. Abod Beacon Investment Advisors LLC | 25,568 | $1.04M | $1.2M | $159,484.86 | 15.31% |
| JS Jeffrey Starkey Kooman & Associates | 11,155 | $469,818.21 | $522,165.55 | $52,347.34 | 11.14% |
Nelson J. Lam LAM GROUP Inc. | 553 | $27,761 | $25,885.93 | -$1,875.07 | -6.75% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 30,959 | $1.22M | $1.45M | $225,081.1 | 18.39% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,079 | $46,580.96 | $50,766.95 | $4,185.99 | 8.99% |