| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 524 | $156,070.73 | $166,160.4 | $10,089.67 | 6.46% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,559 | $745,655.44 | $1.45M | $700,003.46 | 93.88% |
Jill Grimes Centurion Wealth Management LLC | 1,525 | $285,155 | $483,714.75 | $198,559.75 | 69.63% |
Alex Nunnamaker Schechter Investment Advisors LLC | 12,232 | $735,694.71 | $3.88M | $3.14M | 427.23% |
Brian Dechow SWAN Capital LLC | 627 | $99,673.97 | $198,878.13 | $99,204.16 | 99.53% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,269 | $549,374.72 | $1.04M | $487,682.84 | 88.77% |
Anne Hudick Fee-Only Financial Planning, L.C. | 1,512 | $240,362.53 | $479,863.44 | $239,500.91 | 99.64% |
Bert D. Barre Colonial Trust Co. / SC | 4,245 | $679,890.15 | $1.35M | $666,199.35 | 97.99% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 4,136 | $695,430.78 | $1.31M | $617,211.54 | 88.75% |
Daniel Guy Ethos Financial Group LLC | 1,130 | $296,257.19 | $358,424.7 | $62,167.51 | 20.98% |
Bridget Davis Cedar Point Capital Partners LLC | 555 | $207,444 | $176,012.7 | -$31,431.3 | -15.15% |
Richard S. Levenson Western Financial Corp./CA | 10,397 | $2.31M | $3.3M | $988,210.74 | 42.8% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,315 | $277,449.49 | $417,170.6 | $139,721.11 | 50.36% |
Victoria Latham Fiduciary Alliance LLC | 3,716 | $763,349.26 | $1.18M | $415,328.78 | 54.41% |
Gary Dempsey Leslie Global Wealth LLC | 1,013 | $268,673.08 | $321,364.12 | $52,691.04 | 19.61% |
Morgan Carter RFP Financial Group LLC | 1,268 | $473,534 | $402,260.32 | -$71,273.68 | -15.05% |
Kellie Borror Daner Wealth Management LLC | 762 | $210,482.44 | $241,736.88 | $31,254.44 | 14.85% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,398 | $694,858.28 | $1.08M | $384,278.56 | 55.3% |
Loni Adams Daymark Wealth Partners LLC | 29,849 | $4.48M | $9.47M | $4.99M | 111.4% |
Brian Matter Creative Capital Management Investments LLC | 656 | $117,022.63 | $208,076.64 | $91,054.01 | 77.81% |