| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Williams Investmark Advisory Group LLC | 7,733 | $204,959.83 | $357,883.24 | $152,923.41 | 74.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 288,796 | $8.6M | $12.91M | $4.3M | 50.04% |
Jeffrey Gilbert Balboa Wealth Partners | 10,598 | $403,634.45 | $490,475.44 | $86,840.99 | 21.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 107,010 | $3.18M | $4.78M | $1.6M | 50.34% |
Mark Mowrey Signature Resources Capital Management LLC | 93,875 | $3.4M | $4.2M | $791,765.98 | 23.26% |
Rachel Faulk Cape Investment Advisory Inc. | 1,325 | $58,936 | $59,214.25 | $278.25 | 0.47% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 11,903 | $491,627.29 | $531,945.07 | $40,317.78 | 8.2% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 4,683 | $156,412.2 | $209,283.27 | $52,871.07 | 33.8% |
Mariana Coli Dunhill Financial LLC | 334 | $14,287.91 | $15,457.52 | $1,169.61 | 8.19% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 65,479 | $1.95M | $2.93M | $976,007.95 | 50.05% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 12,175 | $462,991.38 | $544,100.75 | $81,109.37 | 17.52% |
Bert D. Barre Colonial Trust Co. / SC | 1,897 | $84,378.56 | $87,736.25 | $3,357.69 | 3.98% |
Loni Adams Daymark Wealth Partners LLC | 6,039 | $207,109.82 | $269,882.91 | $62,773.09 | 30.31% |
Belena Vincetti Fortis Capital Advisors LLC | 5,962 | $265,193 | $266,441.78 | $1,248.78 | 0.47% |
Scott Register Register Financial Advisors LLC | 6,502 | $249,806.82 | $290,574.38 | $40,767.56 | 16.32% |
Bree Pate Olisti Co. Wealth LLC | 68,298 | $1.76M | $3.05M | $1.3M | 73.91% |
Moises Valladares Insigneo Advisory Services LLC | 7,808 | $294,938.44 | $359,558.39 | $64,619.95 | 21.91% |
Robert B. LaRue Owen LaRue LLC | 24,499 | $920,974.36 | $1.09M | $173,885.95 | 18.88% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 17,338 | $527,489.15 | $774,835.22 | $247,346.07 | 46.89% |
Jeffrey Steele Silverlake Wealth Management LLC | 15,735 | $380,065.26 | $703,197.15 | $323,131.89 | 85.02% |