| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,410 | $1.06M | $1.57M | $512,299.64 | 48.33% |
Brian Dechow SWAN Capital LLC | 80 | $5,465.39 | $19,622.4 | $14,157.01 | 259.03% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,192 | $360,296.16 | $1.03M | $667,917.6 | 185.38% |
Bert D. Barre Colonial Trust Co. / SC | 15 | $4,468.35 | $3,560.1 | -$908.25 | -20.33% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 3,544 | $304,841.04 | $855,202.64 | $550,361.6 | 180.54% |
Richard S. Levenson Western Financial Corp./CA | 936 | $278,825.07 | $251,531.29 | -$27,293.78 | -9.79% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,844 | $245,132.86 | $686,086.59 | $440,953.73 | 179.88% |
| RDL Rodrigo De La Garza Summa Corp. | 50,000 | $5.17M | $11.82M | $6.64M | 128.47% |
Kellie Borror Daner Wealth Management LLC | 3,081 | $253,772.8 | $732,476.97 | $478,704.17 | 188.63% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,837 | $322,576.54 | $941,139.36 | $618,562.82 | 191.76% |
Loni Adams Daymark Wealth Partners LLC | 2,671 | $214,103.92 | $627,898.68 | $413,794.76 | 193.27% |
Brian Matter Creative Capital Management Investments LLC | 33 | $9,830.37 | $7,960.92 | -$1,869.45 | -19.02% |
Nolan Langford Left Brain Wealth Management LLC | 2,194 | $653,571 | $525,857.92 | -$127,713.08 | -19.54% |
Michael Snyder Beaumont Financial Advisors LLC | 2,179 | $215,861.01 | $534,465.12 | $318,604.11 | 147.6% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,983 | $196,416.15 | $532,891.61 | $336,475.46 | 171.31% |
Belena Vincetti Fortis Capital Advisors LLC | 4,552 | $407,456.13 | $1.12M | $709,058.43 | 174.02% |
Patrick D. Hayes Canopy Partners LLC | 932 | $277,633 | $250,456.37 | -$27,176.63 | -9.79% |
Marc White Clarendon Private LLC | 1,730 | $515,350 | $424,334.4 | -$91,015.6 | -17.66% |
Sheryl Stephens Stephens Consulting LLC | 1,000 | $109,260.22 | $245,280 | $136,019.78 | 124.49% |
Stephen Smith Kestra Investment Management LLC | 6,016 | $595,867.3 | $1.48M | $879,737.18 | 147.64% |