| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 77,465 | $14.65M | $27.25M | $12.61M | 86.07% |
G. Andrew Quinn AJ Advisors LLC | 4,784 | $817,900.97 | $1.68M | $865,062.44 | 105.77% |
Scott Crane Crane Advisory LLC | 1,416 | $260,394.37 | $498,134.65 | $237,740.28 | 91.3% |
Jill Grimes Centurion Wealth Management LLC | 4,808 | $934,767.19 | $1.69M | $756,639.18 | 80.94% |
Alex Nunnamaker Schechter Investment Advisors LLC | 36,181 | $5.28M | $12.73M | $7.45M | 141.16% |
Brian Dechow SWAN Capital LLC | 112 | $28,205.38 | $40,900.16 | $12,694.78 | 45.01% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,377 | $1.63M | $3.65M | $2.02M | 123.7% |
Bert D. Barre Colonial Trust Co. / SC | 51,229 | $7.22M | $18.43M | $11.21M | 155.14% |
David Kennon David Kennon Inc | 712 | $170,673.53 | $250,474.49 | $79,800.96 | 46.76% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 7,866 | $1.11M | $2.77M | $1.66M | 150.17% |
Daniel Guy Ethos Financial Group LLC | 25,349 | $4.4M | $8.92M | $4.52M | 102.89% |
Richard S. Levenson Western Financial Corp./CA | 3,309 | $776,275.15 | $1.16M | $387,797.99 | 49.96% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,897 | $627,514.45 | $1.37M | $743,411.22 | 118.47% |
Victoria Latham Fiduciary Alliance LLC | 100,605 | $18.29M | $35.39M | $17.1M | 93.47% |
Gary Dempsey Leslie Global Wealth LLC | 1,290 | $283,951.91 | $453,809.11 | $169,857.2 | 59.82% |
| RDL Rodrigo De La Garza Summa Corp. | 3,600 | $642,824.69 | $1.29M | $644,247.27 | 100.22% |
Morgan Carter RFP Financial Group LLC | 10,316 | $2.31M | $3.74M | $1.43M | 61.92% |
Kellie Borror Daner Wealth Management LLC | 981 | $293,272.88 | $355,946.04 | $62,673.16 | 21.37% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 72,550 | $9.79M | $26.49M | $16.71M | 170.71% |
Loni Adams Daymark Wealth Partners LLC | 311,115 | $55.01M | $109.45M | $54.43M | 98.95% |