| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 6.36M | $154.91M | $219.57M | $64.66M | 41.74% |
| EM Erin Mccann Simplicity Wealth LLC | 23,657 | $697,644.93 | $816,639.64 | $118,994.71 | 17.06% |
Michael Byun SageView Advisory Group LLC | 21,058 | $469,045.65 | $750,085.96 | $281,040.31 | 59.92% |
Kristofer Gray Integrity Financial Corp. /WA | 34 | $915.96 | $1,173.68 | $257.72 | 28.14% |
Allison Brooke Blake WorthPointe LLC | 77,414 | $2.46M | $2.67M | $208,090.98 | 8.44% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 350,601 | $10.12M | $12.1M | $1.99M | 19.64% |
Scott Williams Investmark Advisory Group LLC | 24,584 | $574,093.89 | $875,682.08 | $301,588.19 | 52.53% |
Lincoln Bach Delap Wealth Advisory LLC | 9,890 | $268,939.39 | $341,402.8 | $72,463.41 | 26.94% |
Edward Lowndes Angeles Wealth Management LLC | 4,565 | $122,205.62 | $157,583.8 | $35,378.18 | 28.95% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 36,041 | $1.06M | $1.28M | $220,931.33 | 20.79% |
Vito Collacuro Sutton Place Investors LLC | 40,642 | $1.1M | $1.4M | $302,620.39 | 27.5% |
CJ Harrison DecisionPoint Financial LLC | 1,058 | $27,881.01 | $36,522.16 | $8,641.15 | 30.99% |
Rachel Faulk Cape Investment Advisory Inc. | 33 | $1,126 | $1,139.16 | $13.16 | 1.17% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 211 | $6,687.83 | $7,512.65 | $824.82 | 12.33% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 71,333 | $1.89M | $2.46M | $571,894.08 | 30.25% |
Bert D. Barre Colonial Trust Co. / SC | 1 | $32.22 | $35.57 | $3.35 | 10.4% |
Mark Meredith Meredith Wealth Planning | 729,518 | $20.29M | $25.18M | $4.9M | 24.13% |
Kellie Borror Daner Wealth Management LLC | 28,336 | $794,452.19 | $1.01M | $214,167.73 | 26.96% |
Nelson J. Lam LAM GROUP Inc. | 1,815 | $58,679.13 | $62,653.8 | $3,974.67 | 6.77% |
Stephen Smith Kestra Investment Management LLC | 3.07M | $98.63M | $106.03M | $7.4M | 7.5% |