| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 108,426 | $9.55M | $14.12M | $4.57M | 47.89% |
Scott Crane Crane Advisory LLC | 1,868 | $196,625.68 | $243,213.6 | $46,587.92 | 23.69% |
Jill Grimes Centurion Wealth Management LLC | 4,132 | $416,581.93 | $537,986.4 | $121,404.47 | 29.14% |
Alex Nunnamaker Schechter Investment Advisors LLC | 291,300 | $25.44M | $37.93M | $12.49M | 49.09% |
Brian Dechow SWAN Capital LLC | 482 | $52,770.06 | $64,067.44 | $11,297.38 | 21.41% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 10,904 | $1.21M | $1.42M | $207,542.29 | 17.12% |
Bert D. Barre Colonial Trust Co. / SC | 6,995 | $700,338.9 | $915,785.4 | $215,446.5 | 30.76% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 11,213 | $1.13M | $1.46M | $334,254.28 | 29.69% |
Daniel Guy Ethos Financial Group LLC | 8,144 | $874,726.96 | $1.06M | $185,621.84 | 21.22% |
Richard S. Levenson Western Financial Corp./CA | 5,469 | $657,865.65 | $712,063.8 | $54,198.15 | 8.24% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,925 | $319,040.32 | $380,835 | $61,794.68 | 19.37% |
Victoria Latham Fiduciary Alliance LLC | 16,686 | $1.84M | $2.17M | $334,155.18 | 18.18% |
Gary Dempsey Leslie Global Wealth LLC | 2,427 | $205,266.35 | $315,995.4 | $110,729.05 | 53.94% |
| RDL Rodrigo De La Garza Summa Corp. | 5,360 | $526,373.64 | $687,848.8 | $161,475.16 | 30.68% |
Nolan Hoffmeyer Thematics Asset Management | 47,963 | $5.29M | $6.24M | $957,048.85 | 18.1% |
Morgan Carter RFP Financial Group LLC | 5,494 | $629,175.51 | $746,304.96 | $117,129.45 | 18.62% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 4,550 | $433,584.54 | $604,786 | $171,201.46 | 39.49% |
Loni Adams Daymark Wealth Partners LLC | 81,443 | $8.64M | $10.6M | $1.96M | 22.69% |
Brian Matter Creative Capital Management Investments LLC | 1,287 | $139,595.1 | $167,567.4 | $27,972.3 | 20.04% |
Michael Snyder Beaumont Financial Advisors LLC | 15,089 | $1.62M | $1.96M | $346,101.57 | 21.38% |