| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 10,640 | $1.32M | $1.96M | $636,172.62 | 48.09% |
Morgan Carter RFP Financial Group LLC | 1,815 | $345,725 | $340,875.15 | -$4,849.85 | -1.4% |
Kellie Borror Daner Wealth Management LLC | 10,266 | $1.19M | $1.93M | $740,734.27 | 62.09% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,867 | $242,176.08 | $345,563.03 | $103,386.95 | 42.69% |
Loni Adams Daymark Wealth Partners LLC | 38,758 | $4.98M | $7.12M | $2.15M | 43.11% |
Jessica Thayer Unique Wealth LLC | 4,490 | $622,994.37 | $823,780.3 | $200,785.93 | 32.23% |
Brian Matter Creative Capital Management Investments LLC | 1,461 | $138,220.22 | $276,348.15 | $138,127.93 | 99.93% |
Michael Snyder Beaumont Financial Advisors LLC | 7,577 | $706,018.64 | $1.4M | $696,711.37 | 98.68% |
Erik Brenner Hilltop Partners LLC | 9,003 | $1.72M | $1.68M | -$33,794.72 | -1.97% |
Parker Johnson Cooper Capital Advisors LLC | 57,401 | $10.94M | $10.53M | -$407,025.57 | -3.72% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,836 | $155,103.64 | $718,233.46 | $563,129.82 | 363.07% |
Holly Skipper Verum Partners LLC | 19,540 | $1.72M | $3.63M | $1.91M | 110.96% |
Christopher Casanega Sharper & Granite LLC | 47,275 | $5.65M | $8.94M | $3.29M | 58.24% |
Belena Vincetti Fortis Capital Advisors LLC | 25,559 | $2.19M | $4.73M | $2.54M | 115.59% |
Jeffrey D. Munjack JDM Financial Group LLC | 6,118 | $725,306.98 | $1.13M | $408,548.08 | 56.33% |
| QS Quentin Stoker Gallacher Capital Management LLC | 8,748 | $1.22M | $1.62M | $401,533.17 | 32.87% |
Patrick D. Hayes Canopy Partners LLC | 1,400 | $266,728 | $259,742 | -$6,986 | -2.62% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 1,652 | $209,167.98 | $309,518.72 | $100,350.74 | 47.98% |
Sheryl Stephens Stephens Consulting LLC | 935 | $97,475.21 | $172,198.95 | $74,723.74 | 76.66% |
| BG Becki Goebel TCP Asset Management LLC | 115,675 | $12.51M | $21.49M | $8.98M | 71.81% |