| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 3,428 | $796,683.55 | $1.22M | $421,456.28 | 52.9% |
Daniel Guy Ethos Financial Group LLC | 1,057 | $322,096.47 | $375,604.96 | $53,508.49 | 16.61% |
| RSL Richard S. Levenson Western Financial Corp./CA | 2,213 | $735,077.99 | $786,389.57 | $51,311.58 | 6.98% |
| DH Drew Hartman Warther Private Wealth LLC | 2,913 | $559,609.35 | $1.04M | $475,525.23 | 84.97% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,339 | $284,168.58 | $475,813.66 | $191,645.08 | 67.44% |
| VL Victoria Latham Fiduciary Alliance LLC | 10,676 | $2.97M | $3.76M | $785,359.87 | 26.43% |
| RDL Rodrigo De La Garza Summa Corp. | 910 | $288,622.02 | $323,368.51 | $34,746.49 | 12.04% |
| MC Morgan Carter RFP Financial Group LLC | 2,557 | $449,216.26 | $908,629.98 | $459,413.72 | 102.27% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 950 | $281,102.74 | $337,582.51 | $56,479.77 | 20.09% |
Loni Adams Daymark Wealth Partners LLC | 11,526 | $2.74M | $4.1M | $1.35M | 49.33% |
Brian Matter Creative Capital Management Investments LLC | 502 | $136,339.9 | $178,385.71 | $42,045.81 | 30.84% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 8,321 | $1.27M | $2.96M | $1.68M | 132.19% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 707 | $225,304.36 | $251,232.46 | $25,928.1 | 11.51% |
| HS Holly Skipper Verum Partners LLC | 776 | $246,272.65 | $275,751.61 | $29,478.96 | 11.97% |
Belena Vincetti Fortis Capital Advisors LLC | 6,178 | $1.87M | $2.2M | $326,395.36 | 17.46% |
| PDH Patrick D. Hayes Canopy Partners LLC | 6,219 | $1.42M | $2.21M | $794,563.48 | 56.14% |
Marc White Clarendon Private LLC | 2,069 | $626,626.85 | $735,219.17 | $108,592.32 | 17.33% |
| SS Sheryl Stephens Stephens Consulting LLC | 560 | $124,117.46 | $198,996.01 | $74,878.55 | 60.33% |
Cornell P. Abod Beacon Investment Advisors LLC | 15,385 | $3.5M | $5.47M | $1.97M | 56.35% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 2,691 | $493,086.85 | $956,246.88 | $463,160.03 | 93.93% |