| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 4,123 | $2.95M | $6.84M | $3.89M | 131.78% |
Brian Dechow SWAN Capital LLC | 3 | $2,295.75 | $4,979.38 | $2,683.63 | 116.9% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 388 | $341,900.42 | $643,951.96 | $302,051.54 | 88.34% |
Bert D. Barre Colonial Trust Co. / SC | 2,775 | $2.98M | $4.57M | $1.59M | 53.37% |
Daniel Guy Ethos Financial Group LLC | 346 | $327,580.46 | $572,649.03 | $245,068.57 | 74.81% |
Richard S. Levenson Western Financial Corp./CA | 144 | $233,659.17 | $240,272.64 | $6,613.47 | 2.83% |
Drew Hartman Warther Private Wealth LLC | 7,896 | $7.64M | $12.98M | $5.34M | 69.8% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 325 | $384,353.58 | $538,667.98 | $154,314.4 | 40.15% |
Victoria Latham Fiduciary Alliance LLC | 2,393 | $2.33M | $3.96M | $1.64M | 70.4% |
Gary Dempsey Leslie Global Wealth LLC | 144 | $286,479 | $236,473.92 | -$50,005.08 | -17.46% |
| RDL Rodrigo De La Garza Summa Corp. | 133 | $264,596 | $218,409.94 | -$46,186.06 | -17.46% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 14,113 | $9.8M | $23.5M | $13.7M | 139.79% |
Loni Adams Daymark Wealth Partners LLC | 7,773 | $6.61M | $12.85M | $6.24M | 94.44% |
Jessica Thayer Unique Wealth LLC | 368 | $715,758.75 | $604,079.37 | -$111,679.38 | -15.6% |
Brian Matter Creative Capital Management Investments LLC | 3 | $5,968.32 | $4,974.45 | -$993.87 | -16.65% |
Michael Snyder Beaumont Financial Advisors LLC | 659 | $503,548.91 | $1.1M | $593,692.68 | 117.9% |
Belena Vincetti Fortis Capital Advisors LLC | 143 | $284,490 | $238,133.81 | -$46,356.19 | -16.29% |
| QS Quentin Stoker Gallacher Capital Management LLC | 278 | $260,337.86 | $463,859.68 | $203,521.82 | 78.18% |
Patrick D. Hayes Canopy Partners LLC | 857 | $661,751.29 | $1.43M | $768,204.63 | 116.09% |
Marc White Clarendon Private LLC | 368 | $299,279.45 | $612,841.44 | $313,561.99 | 104.77% |