| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 9,228 | $260,594.68 | $384,576.9 | $123,982.22 | 47.58% |
Kristofer Gray Integrity Financial Corp. /WA | 118 | $4,266.88 | $4,871.04 | $604.16 | 14.16% |
| DW Darren Woolson Asset Allocation Strategies LLC | 71,354 | $2.3M | $2.95M | $642,912.82 | 27.92% |
Christopher Warner WARNER FINANCIAL Inc. | 10,451 | $276,659.61 | $431,417.28 | $154,757.67 | 55.94% |
Edward Lowndes Angeles Wealth Management LLC | 2,800 | $90,356 | $115,584 | $25,228 | 27.92% |
Brad Saenz Coastwise Capital Group LLC | 9,099 | $231,855.27 | $375,606.72 | $143,751.45 | 62% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 490,739 | $18.7M | $20.26M | $1.56M | 8.32% |
Mark Mowrey Signature Resources Capital Management LLC | 362 | $13,871.19 | $14,943.36 | $1,072.17 | 7.73% |
Rachel Faulk Cape Investment Advisory Inc. | 30,253 | $1.09M | $1.25M | $156,875.17 | 14.37% |
Vyoma Patel Strata Wealth Advisors LLC | 9,508 | $313,859 | $392,490.24 | $78,631.24 | 25.05% |
Mariana Coli Dunhill Financial LLC | 404 | $12,388.31 | $16,836.7 | $4,448.39 | 35.91% |
Lukas Lindgren Abound Wealth Management | 3,180 | $109,213.23 | $131,270.4 | $22,057.17 | 20.2% |
Jill Grimes Centurion Wealth Management LLC | 59,424 | $2.15M | $2.45M | $300,018.46 | 13.93% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 50,762 | $1.56M | $2.1M | $531,097.34 | 33.95% |
Bert D. Barre Colonial Trust Co. / SC | 1,223 | $36,420.61 | $50,583.28 | $14,162.67 | 38.89% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 41,144 | $1.36M | $1.7M | $336,159.58 | 24.68% |
Daniel Guy Ethos Financial Group LLC | 17,847 | $643,563.04 | $736,724.16 | $93,161.12 | 14.48% |
Bridget Davis Cedar Point Capital Partners LLC | 5,332 | $211,574 | $220,104.96 | $8,530.96 | 4.03% |
Brian Matter Creative Capital Management Investments LLC | 232 | $8,526.52 | $9,576.96 | $1,050.44 | 12.32% |
Holly Skipper Verum Partners LLC | 6,552 | $239,967 | $270,466.56 | $30,499.56 | 12.71% |