| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,272 | $864,486.25 | $966,839.04 | $102,352.79 | 11.84% |
Loni Adams Daymark Wealth Partners LLC | 3,695 | $726,863.43 | $837,102.25 | $110,238.82 | 15.17% |
Jessica Thayer Unique Wealth LLC | 7,227 | $1.22M | $1.64M | $415,484.98 | 34.01% |
Stephen Cheifetz Kades & Cheifetz LLC | 2,699 | $425,977.23 | $611,458.45 | $185,481.22 | 43.54% |
Brian Matter Creative Capital Management Investments LLC | 47 | $10,444.61 | $10,647.85 | $203.24 | 1.95% |
Michael Snyder Beaumont Financial Advisors LLC | 3,155 | $550,253.46 | $714,765.25 | $164,511.79 | 29.9% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,103 | $235,104.45 | $249,884.65 | $14,780.2 | 6.29% |
Jeffrey D. Munjack JDM Financial Group LLC | 50 | $10,380 | $11,201 | $821 | 7.91% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,333 | $520,007 | $528,541.15 | $8,534.15 | 1.64% |
Patrick D. Hayes Canopy Partners LLC | 1,695 | $324,798.58 | $384,002.25 | $59,203.67 | 18.23% |
Adam Laibson Mainsail Financial Group LLC | 5,045 | $842,695.9 | $1.14M | $300,248.85 | 35.63% |
Sheryl Stephens Stephens Consulting LLC | 27 | $4,939.54 | $6,116.85 | $1,177.31 | 23.83% |
Cornell P. Abod Beacon Investment Advisors LLC | 1,555 | $333,148.66 | $351,927.6 | $18,778.94 | 5.64% |
Dennis Wallace Fortune Financial Advisors LLC | 1,456 | $259,849.25 | $329,856.8 | $70,007.55 | 26.94% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,389 | $305,183.84 | $316,233.63 | $11,049.79 | 3.62% |
Sue Oleari Trifecta Capital Advisors LLC | 1,176 | $260,044.94 | $266,422.8 | $6,377.86 | 2.45% |
Amy Hart Phillips Wealth Planners LLC | 1,355 | $227,757.96 | $308,492.85 | $80,734.89 | 35.45% |
Bree Pate Olisti Co. Wealth LLC | 6 | $1,318 | $1,359.3 | $41.3 | 3.13% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,064 | $991,789.48 | $1.15M | $154,295 | 15.56% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,013 | $232,045.23 | $229,495.15 | -$2,550.08 | -1.1% |