| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary Dempsey Leslie Global Wealth LLC | 3,286 | $274,379.71 | $389,358.14 | $114,978.43 | 41.9% |
| RDL Rodrigo De La Garza Summa Corp. | 14,537 | $810,274.51 | $1.72M | $911,705.82 | 112.52% |
Mark Meredith Meredith Wealth Planning | 3,775 | $369,119.23 | $448,356.75 | $79,237.52 | 21.47% |
Morgan Carter RFP Financial Group LLC | 79,574 | $8.46M | $9.44M | $976,462.95 | 11.54% |
Kellie Borror Daner Wealth Management LLC | 1,845 | $240,395.74 | $218,032.87 | -$22,362.87 | -9.3% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 58,876 | $5.36M | $6.99M | $1.62M | 30.29% |
Loni Adams Daymark Wealth Partners LLC | 223,260 | $16.76M | $26.51M | $9.74M | 58.13% |
Jessica Thayer Unique Wealth LLC | 4,910 | $256,202.49 | $583,995.4 | $327,792.91 | 127.94% |
Stephen Cheifetz Kades & Cheifetz LLC | 8,135 | $389,287.46 | $960,418.1 | $571,130.64 | 146.71% |
Brian Matter Creative Capital Management Investments LLC | 5,461 | $455,392.82 | $643,688.07 | $188,295.25 | 41.35% |
Michael Snyder Beaumont Financial Advisors LLC | 15,077 | $1.11M | $1.79M | $674,559.68 | 60.51% |
Erik Brenner Hilltop Partners LLC | 30,401 | $2.93M | $3.62M | $685,024.16 | 23.37% |
Jade Franke Retirement Investment Advisors Inc. | 8,621 | $764,229.56 | $1.02M | $258,479.67 | 33.82% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 7,974 | $991,009.65 | $939,895.38 | -$51,114.27 | -5.16% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 35,682 | $1.88M | $4.25M | $2.36M | 125.52% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,927 | $177,997.47 | $228,889.06 | $50,891.59 | 28.59% |
Holly Skipper Verum Partners LLC | 11,824 | $1.11M | $1.41M | $298,340.44 | 26.93% |
Belena Vincetti Fortis Capital Advisors LLC | 13,653 | $1.45M | $1.62M | $167,481.81 | 11.53% |
| YG Youse Guia DoubleLine ETF Adviser LP | 56,228 | $6.37M | $6.66M | $289,574.48 | 4.55% |
Jeffrey D. Munjack JDM Financial Group LLC | 657 | $33,023.02 | $77,966.19 | $44,943.17 | 136.1% |