| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 16 | $2,943.84 | $3,564.16 | $620.32 | 21.07% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,535 | $544,992.42 | $1.19M | $646,250.28 | 118.58% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 37,450 | $7.11M | $8.39M | $1.29M | 18.13% |
Bert D. Barre Colonial Trust Co. / SC | 11,769 | $1.06M | $2.64M | $1.58M | 149.33% |
Daniel Guy Ethos Financial Group LLC | 4,213 | $704,900.47 | $906,721.86 | $201,821.39 | 28.63% |
Richard S. Levenson Western Financial Corp./CA | 7,229 | $1.39M | $1.56M | $165,117.17 | 11.87% |
Victoria Latham Fiduciary Alliance LLC | 19,593 | $2.39M | $4.22M | $1.83M | 76.42% |
Gary Dempsey Leslie Global Wealth LLC | 1,714 | $255,345.62 | $368,887.08 | $113,541.46 | 44.47% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,689 | $960,048.27 | $1.71M | $752,753.29 | 78.41% |
Loni Adams Daymark Wealth Partners LLC | 179,970 | $17M | $38.73M | $21.73M | 127.82% |
Stephen Cheifetz Kades & Cheifetz LLC | 1,889 | $228,837.48 | $406,550.58 | $177,713.1 | 77.66% |
Brian Matter Creative Capital Management Investments LLC | 6,271 | $728,430.07 | $1.35M | $621,214.55 | 85.28% |
Michael Snyder Beaumont Financial Advisors LLC | 8,217 | $825,940.6 | $1.77M | $942,522.14 | 114.12% |
Jade Franke Retirement Investment Advisors Inc. | 1,452 | $246,450.83 | $312,499.44 | $66,048.61 | 26.8% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,563 | $237,692.74 | $551,608.86 | $313,916.12 | 132.07% |
Holly Skipper Verum Partners LLC | 6,252 | $796,457.03 | $1.35M | $549,098.41 | 68.94% |
Jeffrey D. Munjack JDM Financial Group LLC | 69 | $7,287.32 | $15,293.16 | $8,005.84 | 109.86% |
Patrick D. Hayes Canopy Partners LLC | 3,656 | $490,925.54 | $786,844.32 | $295,918.78 | 60.28% |
Marc White Clarendon Private LLC | 1,349 | $259,981.49 | $290,331.78 | $30,350.29 | 11.67% |
Sheryl Stephens Stephens Consulting LLC | 454 | $49,878.36 | $97,709.88 | $47,831.52 | 95.9% |