| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,196 | $308,673.8 | $267,485.39 | -$41,188.41 | -13.34% |
Bert D. Barre Colonial Trust Co. / SC | 7,609 | $1.48M | $1.8M | $322,798.05 | 21.88% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 3,785 | $832,056.55 | $846,515.21 | $14,458.66 | 1.74% |
Daniel Guy Ethos Financial Group LLC | 2,745 | $674,561.69 | $613,919.22 | -$60,642.47 | -8.99% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,157 | $778,410.91 | $1.15M | $374,952.09 | 48.17% |
Victoria Latham Fiduciary Alliance LLC | 25,416 | $7.39M | $5.68M | -$1.7M | -23.04% |
Gary Dempsey Leslie Global Wealth LLC | 1,339 | $317,452.29 | $299,467.34 | -$17,984.95 | -5.67% |
Morgan Carter RFP Financial Group LLC | 887 | $249,433 | $207,841.85 | -$41,591.15 | -16.67% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,724 | $633,773.58 | $642,809.52 | $9,035.94 | 1.43% |
Loni Adams Daymark Wealth Partners LLC | 109,035 | $16.93M | $24.39M | $7.45M | 44.02% |
Stephen Cheifetz Kades & Cheifetz LLC | 3,230 | $455,492.27 | $722,389.47 | $266,897.2 | 58.6% |
Brian Matter Creative Capital Management Investments LLC | 131 | $30,208.39 | $29,298.15 | -$910.24 | -3.01% |
Michael Snyder Beaumont Financial Advisors LLC | 6,863 | $994,279.89 | $1.53M | $540,629.99 | 54.37% |
Erik Brenner Hilltop Partners LLC | 2,776 | $817,436.56 | $652,776.37 | -$164,660.19 | -20.14% |
Jade Franke Retirement Investment Advisors Inc. | 3,750 | $638,147.81 | $838,687.46 | $200,539.65 | 31.43% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,809 | $398,422.71 | $404,582.83 | $6,160.12 | 1.55% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,119 | $327,092.34 | $473,914.33 | $146,821.99 | 44.89% |
Xenia Woltmann Rochester Wealth Strategies LLC | 1,586 | $394,765.52 | $354,708.88 | -$40,056.64 | -10.15% |
Christopher Casanega Sharper & Granite LLC | 950 | $208,838.76 | $212,467.49 | $3,628.73 | 1.74% |
Belena Vincetti Fortis Capital Advisors LLC | 6,688 | $1.78M | $1.5M | -$279,542.19 | -15.75% |