| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anne Hudick Fee-Only Financial Planning, L.C. | 7,666 | $775,875.93 | $1.55M | $773,116.03 | 99.64% |
Bert D. Barre Colonial Trust Co. / SC | 11,305 | $1.32M | $2.26M | $938,824.24 | 71.02% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,657 | $199,904.43 | $331,184.59 | $131,280.16 | 65.67% |
Daniel Guy Ethos Financial Group LLC | 1,840 | $332,154.08 | $375,378.4 | $43,224.32 | 13.01% |
Richard S. Levenson Western Financial Corp./CA | 3,867 | $737,959 | $787,939.92 | $49,980.92 | 6.77% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,256 | $208,784.17 | $251,074.39 | $42,290.22 | 20.26% |
Victoria Latham Fiduciary Alliance LLC | 4,551 | $745,266.6 | $928,722.11 | $183,455.51 | 24.62% |
Gary Dempsey Leslie Global Wealth LLC | 2,000 | $363,721.83 | $400,580 | $36,858.17 | 10.13% |
Morgan Carter RFP Financial Group LLC | 5,748 | $698,432.55 | $1.16M | $457,518.99 | 65.51% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,821 | $863,119.8 | $1.39M | $529,319.14 | 61.33% |
Loni Adams Daymark Wealth Partners LLC | 26,883 | $3.06M | $5.51M | $2.45M | 79.82% |
Brian Matter Creative Capital Management Investments LLC | 42 | $7,598.22 | $8,395.8 | $797.58 | 10.5% |
Michael Snyder Beaumont Financial Advisors LLC | 20,018 | $2.56M | $4.08M | $1.52M | 59.56% |
Lyndsay Goody Onyx Financial Advisors LLC | 1,647 | $262,182.87 | $335,930.35 | $73,747.48 | 28.13% |
Erik Brenner Hilltop Partners LLC | 4,948 | $601,227.39 | $1.01M | $408,510.97 | 67.95% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 2,021 | $221,763.43 | $405,210.5 | $183,447.07 | 82.72% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 4,314 | $357,919.84 | $873,779.13 | $515,859.29 | 144.13% |
Holly Skipper Verum Partners LLC | 1,937 | $318,029.75 | $397,404.6 | $79,374.85 | 24.96% |
Belena Vincetti Fortis Capital Advisors LLC | 1,346 | $202,021.45 | $274,772.44 | $72,750.99 | 36.01% |
| YG Youse Guia DoubleLine ETF Adviser LP | 20,258 | $3.66M | $4.14M | $472,517.63 | 12.89% |