| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
G. Andrew Quinn AJ Advisors LLC | 4,784 | $817,900.97 | $1.62M | $802,152.79 | 98.07% |
Scott Crane Crane Advisory LLC | 1,416 | $260,394.37 | $472,759.92 | $212,365.55 | 81.56% |
Jill Grimes Centurion Wealth Management LLC | 4,753 | $927,391.68 | $1.62M | $690,624.63 | 74.47% |
Alex Nunnamaker Schechter Investment Advisors LLC | 36,181 | $5.28M | $12.26M | $6.98M | 132.2% |
Brian Dechow SWAN Capital LLC | 112 | $28,205.38 | $37,938.32 | $9,732.94 | 34.51% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,377 | $1.63M | $3.51M | $1.87M | 114.82% |
Bert D. Barre Colonial Trust Co. / SC | 51,229 | $7.22M | $17.15M | $9.92M | 137.34% |
David Kennon David Kennon Inc | 652 | $156,290.93 | $217,768 | $61,477.07 | 39.34% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 7,866 | $1.11M | $2.64M | $1.53M | 138.6% |
Daniel Guy Ethos Financial Group LLC | 25,349 | $4.4M | $8.56M | $4.17M | 94.78% |
Richard S. Levenson Western Financial Corp./CA | 3,363 | $794,139.15 | $1.15M | $352,273.92 | 44.36% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,872 | $624,161.94 | $1.3M | $675,010.22 | 108.15% |
Victoria Latham Fiduciary Alliance LLC | 84,937 | $16.19M | $28.7M | $12.51M | 77.25% |
Gary Dempsey Leslie Global Wealth LLC | 1,290 | $283,951.91 | $431,311.5 | $147,359.59 | 51.9% |
| RDL Rodrigo De La Garza Summa Corp. | 3,600 | $642,824.69 | $1.2M | $560,835.31 | 87.25% |
Morgan Carter RFP Financial Group LLC | 10,316 | $2.31M | $3.44M | $1.13M | 48.92% |
Kellie Borror Daner Wealth Management LLC | 981 | $293,272.88 | $327,550.99 | $34,278.11 | 11.69% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 72,550 | $9.79M | $24.57M | $14.78M | 151.06% |
Loni Adams Daymark Wealth Partners LLC | 311,115 | $55.01M | $105.47M | $50.46M | 91.73% |
Jessica Thayer Unique Wealth LLC | 1,195 | $354,303.9 | $411,080 | $56,776.1 | 16.02% |