| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 13,893 | $1.77M | $2.73M | $960,805.34 | 54.17% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 3,411 | $506,373.79 | $671,387.13 | $165,013.34 | 32.59% |
Brian Dechow SWAN Capital LLC | 186 | $28,515.06 | $36,567.6 | $8,052.54 | 28.24% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,357 | $1.74M | $2.04M | $298,476.33 | 17.15% |
Bert D. Barre Colonial Trust Co. / SC | 35,533 | $5.16M | $6.99M | $1.83M | 35.46% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 3,722 | $552,701.4 | $732,601.26 | $179,899.86 | 32.55% |
Daniel Guy Ethos Financial Group LLC | 4,874 | $852,303.19 | $959,349.42 | $107,046.23 | 12.56% |
Richard S. Levenson Western Financial Corp./CA | 2,495 | $445,706.3 | $491,090.85 | $45,384.55 | 10.18% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,774 | $277,355.8 | $349,176.42 | $71,820.62 | 25.89% |
Victoria Latham Fiduciary Alliance LLC | 23,419 | $4.85M | $4.61M | -$235,829.1 | -4.87% |
Gary Dempsey Leslie Global Wealth LLC | 1,572 | $242,660.14 | $309,416.76 | $66,756.62 | 27.51% |
Morgan Carter RFP Financial Group LLC | 9,978 | $1.81M | $2M | $190,158.46 | 10.53% |
Kellie Borror Daner Wealth Management LLC | 1,123 | $171,290.07 | $224,600 | $53,309.93 | 31.12% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 141,961 | $23.49M | $27.91M | $4.42M | 18.79% |
Loni Adams Daymark Wealth Partners LLC | 115,277 | $19.64M | $22.69M | $3.05M | 15.51% |
Jessica Thayer Unique Wealth LLC | 7,722 | $1.32M | $1.52M | $197,783.09 | 14.96% |
Stephen Cheifetz Kades & Cheifetz LLC | 1,689 | $297,739.53 | $332,445.87 | $34,706.34 | 11.66% |
Brian Matter Creative Capital Management Investments LLC | 1,566 | $286,483.89 | $308,235.78 | $21,751.89 | 7.59% |
Michael Snyder Beaumont Financial Advisors LLC | 20,084 | $3.14M | $3.95M | $811,997.96 | 25.85% |
Erik Brenner Hilltop Partners LLC | 1,726 | $263,681.05 | $328,630.38 | $64,949.33 | 24.63% |