| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PBS P. Brian Saxton Saiph Capital LLC | 5,511 | $624,176 | $612,823.2 | -$11,352.8 | -1.82% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 2,167 | $212,542.1 | $240,970.4 | $28,428.3 | 13.38% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 39,508 | $3.59M | $4.39M | $802,317.18 | 22.34% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 4,261 | $399,001.79 | $473,823.2 | $74,821.41 | 18.75% |
Financial Harvest LLC Financial Harvest LLC | 4,714 | $500,101.68 | $531,079.24 | $30,977.56 | 6.19% |
| MK Matthew Klein Matauro LLC | 2,436 | $218,501.22 | $270,883.2 | $52,381.98 | 23.97% |
| CM Christopher McCall Journey Beyond Wealth LLC | 2,891 | $261,202.12 | $322,491.05 | $61,288.93 | 23.46% |
| AC Andrew Carter Panoramic Capital Partners LLC | 3,465 | $325,517.31 | $387,456.3 | $61,938.99 | 19.03% |
| LG Luc Gaudet Louisbourg Investments Inc. | 17,000 | $893,350 | $1.89M | $997,050 | 111.61% |
George Hall II One8Zero8 LLC | 9,036 | $816,402.75 | $1.02M | $201,593.01 | 24.69% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 20,521 | $2.18M | $2.28M | $97,561.22 | 4.47% |
Citrine Capital LLC Citrine Capital LLC | 2,613 | $324,381.6 | $290,565.6 | -$33,816 | -10.42% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 10,946 | $1.1M | $1.22M | $118,797.08 | 10.82% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,589 | $326,873.6 | $399,096.8 | $72,223.2 | 22.1% |
| IAL IFC Advisors LLC IFC Advisors LLC | 21,364 | $1.93M | $2.38M | $452,796.99 | 23.46% |
| FLP Financial Life Planners Financial Life Planners | 1,328 | $165,024.42 | $147,673.6 | -$17,350.82 | -10.51% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 242 | $21,915 | $26,910.4 | $4,995.4 | 22.79% |
| SC Stacey Cole Haven Private LLC | 28,970 | $2.62M | $3.22M | $599,477.18 | 22.86% |
| PPL Postrock Partners LLC Postrock Partners LLC | 22,883 | $2.07M | $2.54M | $476,560.88 | 23.04% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 2,807 | $253,917.95 | $312,138.4 | $58,220.45 | 22.93% |