| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 71 | $21,775.93 | $47,382.56 | $25,606.63 | 117.59% |
Alex Nunnamaker Schechter Investment Advisors LLC | 1,173 | $210,417.15 | $782,813.27 | $572,396.12 | 272.03% |
Bert D. Barre Colonial Trust Co. / SC | 135 | $36,796.92 | $89,216.1 | $52,419.18 | 142.46% |
Daniel Guy Ethos Financial Group LLC | 1,064 | $451,484.45 | $710,071.03 | $258,586.58 | 57.27% |
Richard S. Levenson Western Financial Corp./CA | 2,725 | $805,192.14 | $1.82M | $1.01M | 125.85% |
Victoria Latham Fiduciary Alliance LLC | 8,788 | $2.7M | $5.86M | $3.17M | 117.28% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 444 | $319,698 | $301,040.88 | -$18,657.12 | -5.84% |
Loni Adams Daymark Wealth Partners LLC | 54,669 | $13.3M | $36.48M | $23.19M | 174.38% |
Brian Matter Creative Capital Management Investments LLC | 601 | $432,744.03 | $401,083.35 | -$31,660.68 | -7.32% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,152 | $226,079.36 | $768,798.71 | $542,719.35 | 240.06% |
Jeffrey D. Munjack JDM Financial Group LLC | 29 | $12,018.18 | $20,946.99 | $8,928.81 | 74.29% |
Patrick D. Hayes Canopy Partners LLC | 339 | $244,094 | $226,235.04 | -$17,858.96 | -7.32% |
Marc White Clarendon Private LLC | 373 | $204,784.92 | $248,925.28 | $44,140.36 | 21.55% |
Sue Oleari Trifecta Capital Advisors LLC | 3 | $1,135 | $2,002.08 | $867.08 | 76.39% |
Scott Register Register Financial Advisors LLC | 4,986 | $727,060.54 | $3.33M | $2.6M | 357.66% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,142 | $1.58M | $2.13M | $549,637.98 | 34.77% |
Amy Ardeel Icon Wealth Advisors LLC | 1,715 | $634,071.3 | $1.19M | $554,423.7 | 87.44% |
Andy Peters Goldstein Advisors LLC | 557 | $146,219.07 | $371,719.51 | $225,500.44 | 154.22% |
Jeffrey Hanson Breakwater Capital Group | 770 | $310,269.24 | $513,867.19 | $203,597.95 | 65.62% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 280 | $201,612 | $186,860.8 | -$14,751.2 | -7.32% |