| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 2,975 | $304,342.5 | $276,734.5 | -$27,608 | -9.07% |
Jeffrey Gilbert Balboa Wealth Partners | 2,054 | $210,124.2 | $189,953.92 | -$20,170.28 | -9.6% |
Edward Lowndes Angeles Wealth Management LLC | 3,382 | $292,621.06 | $312,970.28 | $20,349.22 | 6.95% |
Angela Cox W Advisors LLC | 11,098 | $633,996.9 | $1.03M | $400,780.62 | 63.21% |
Kevin Zemann WealthPlan Investment Management LLC | 5,961 | $376,377.54 | $560,691.65 | $184,314.11 | 48.97% |
Benjamin Cauley Carr Financial Group Corp. | 288,311 | $18.05M | $26.94M | $8.89M | 49.26% |
| TL Tradewinds LLC Tradewinds LLC | 6,718 | $687,251.4 | $624,706.82 | -$62,544.58 | -9.1% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,027 | $288,143.14 | $377,350.03 | $89,206.89 | 30.96% |
John DeMarco Trajan Wealth LLC | 22,504 | $1.33M | $2.1M | $764,757.58 | 57.38% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,646 | $1.32M | $2.21M | $897,600.25 | 68.2% |
CJ Harrison DecisionPoint Financial LLC | 69 | $4,701 | $6,490.14 | $1,789.14 | 38.06% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 4,400 | $383,100.6 | $409,640 | $26,539.4 | 6.93% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 63,292 | $4.34M | $5.9M | $1.56M | 35.84% |
Rachel Faulk Cape Investment Advisory Inc. | 291 | $29,769 | $27,371.46 | -$2,397.54 | -8.05% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 1,765 | $107,859.15 | $165,689.37 | $57,830.22 | 53.62% |
Lukas Lindgren Abound Wealth Management | 526 | $31,958.71 | $49,467.67 | $17,508.96 | 54.79% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,496 | $261,860.56 | $322,960.48 | $61,099.92 | 23.33% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 2,774 | $283,780.2 | $260,922.43 | -$22,857.77 | -8.05% |
Bert D. Barre Colonial Trust Co. / SC | 57,995 | $3.3M | $5.44M | $2.13M | 64.56% |
Daniel Guy Ethos Financial Group LLC | 102,921 | $5.72M | $9.5M | $3.78M | 66.17% |