| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 6,164 | $840,302.95 | $1M | $161,655.25 | 19.24% |
Victoria Latham Fiduciary Alliance LLC | 2,475 | $350,863.5 | $402,311.25 | $51,447.75 | 14.66% |
| RDL Rodrigo De La Garza Summa Corp. | 2,600 | $381,186 | $425,217 | $44,031 | 11.55% |
Loni Adams Daymark Wealth Partners LLC | 1,889 | $299,709 | $307,056.95 | $7,347.95 | 2.45% |
Michael Snyder Beaumont Financial Advisors LLC | 6,839 | $981,770.73 | $1.11M | $129,908.72 | 13.23% |
Christopher Casanega Sharper & Granite LLC | 36,275 | $4.95M | $5.9M | $945,964.59 | 19.11% |
Jeffrey D. Munjack JDM Financial Group LLC | 150 | $23,799 | $25,057.5 | $1,258.5 | 5.29% |
| BG Becki Goebel TCP Asset Management LLC | 34,604 | $5.07M | $5.62M | $551,605.34 | 10.87% |
Lucas Mosher SP Asset Management LLC | 171,845 | $23.36M | $27.93M | $4.57M | 19.57% |
| BP Brett Pohl Kingdom Financial Group LLC | 835 | $129,373.44 | $138,334.45 | $8,961.01 | 6.93% |
Stephen Smith Kestra Investment Management LLC | 1,407 | $206,243.9 | $228,074.71 | $21,830.81 | 10.58% |
Sue Oleari Trifecta Capital Advisors LLC | 12,087 | $1.67M | $1.96M | $290,108.5 | 17.32% |
Amy Hart Phillips Wealth Planners LLC | 7,518 | $1.03M | $1.25M | $211,403.12 | 20.44% |
Scott Register Register Financial Advisors LLC | 2,283 | $317,572.33 | $371,101.65 | $53,529.32 | 16.86% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,401 | $332,286.36 | $401,855.37 | $69,569.01 | 20.94% |
Bree Pate Olisti Co. Wealth LLC | 330 | $51,058 | $53,641.5 | $2,583.5 | 5.06% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 13,145 | $2.03M | $2.21M | $182,146.91 | 8.96% |
Kevin Gray Lodestar Private Asset Management LLC | 9,552 | $1.39M | $1.55M | $162,122.71 | 11.66% |
Amy Ardeel Icon Wealth Advisors LLC | 1,880 | $289,557.6 | $304,748.02 | $15,190.42 | 5.25% |
John J. Edwards Breed's Hi LLCapital LLC | 5,542 | $755,818 | $900,852.1 | $145,034.1 | 19.19% |