| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridget Davis Cedar Point Capital Partners LLC | 2,722 | $191,391.14 | $225,299.94 | $33,908.8 | 17.72% |
Richard S. Levenson Western Financial Corp./CA | 88,892 | $4.29M | $7.46M | $3.17M | 73.95% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,288 | $233,874.22 | $272,082 | $38,207.78 | 16.34% |
Victoria Latham Fiduciary Alliance LLC | 16,869 | $1.45M | $1.4M | -$43,166.98 | -2.98% |
| RDL Rodrigo De La Garza Summa Corp. | 6,500 | $327,568.36 | $538,525 | $210,956.64 | 64.4% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 8,136 | $620,910.34 | $678,013.56 | $57,103.22 | 9.2% |
Loni Adams Daymark Wealth Partners LLC | 63,814 | $3.1M | $5.32M | $2.22M | 71.42% |
Brian Matter Creative Capital Management Investments LLC | 2,339 | $141,248.4 | $193,552.25 | $52,303.85 | 37.03% |
Michael Snyder Beaumont Financial Advisors LLC | 3,715 | $270,406.79 | $309,868.15 | $39,461.36 | 14.59% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 17,361 | $1.01M | $1.44M | $429,743.17 | 42.68% |
Holly Skipper Verum Partners LLC | 7,290 | $319,942.47 | $615,822.75 | $295,880.28 | 92.48% |
Belena Vincetti Fortis Capital Advisors LLC | 5,198 | $429,586 | $433,045.38 | $3,459.38 | 0.81% |
Jeffrey D. Munjack JDM Financial Group LLC | 465 | $23,899.64 | $38,883.3 | $14,983.66 | 62.69% |
Patrick D. Hayes Canopy Partners LLC | 6,036 | $328,429.2 | $506,480.76 | $178,051.56 | 54.21% |
Marc White Clarendon Private LLC | 10,809 | $777,910.97 | $906,496.78 | $128,585.81 | 16.53% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,698 | $214,875.72 | $227,333.48 | $12,457.76 | 5.8% |
| BG Becki Goebel TCP Asset Management LLC | 3,736 | $297,423 | $314,122.88 | $16,699.88 | 5.61% |
Nelson J. Lam LAM GROUP Inc. | 900 | $71,649 | $75,636 | $3,987 | 5.56% |
Lucas Mosher SP Asset Management LLC | 274,089 | $11.48M | $23.05M | $11.57M | 100.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 215 | $17,605.62 | $17,926.7 | $321.08 | 1.82% |