| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 1,337 | $267,521.01 | $675,037.94 | $407,516.93 | 152.33% |
Victoria Latham Fiduciary Alliance LLC | 1,608 | $503,276.87 | $811,863.14 | $308,586.27 | 61.32% |
| RDL Rodrigo De La Garza Summa Corp. | 1,120 | $337,288 | $594,384.01 | $257,096.01 | 76.22% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,799 | $209,506.61 | $908,297.13 | $698,790.52 | 333.54% |
Loni Adams Daymark Wealth Partners LLC | 358 | $229,327 | $180,750.62 | -$48,576.38 | -21.18% |
Michael Snyder Beaumont Financial Advisors LLC | 2,441 | $470,776.83 | $1.23M | $761,659.68 | 161.79% |
| TA Thomas Anderman Whitford Management LLC | 3,645 | $1.12M | $1.84M | $720,486.14 | 64.34% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 399 | $255,663.24 | $201,451.11 | -$54,212.13 | -21.2% |
Christopher Casanega Sharper & Granite LLC | 13,026 | $3.44M | $6.58M | $3.14M | 91.14% |
Belena Vincetti Fortis Capital Advisors LLC | 685 | $207,077.16 | $345,849.66 | $138,772.5 | 67.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 798 | $240,324.84 | $433,529.48 | $193,204.64 | 80.39% |
Stephen Smith Kestra Investment Management LLC | 351 | $225,150 | $186,633.72 | -$38,516.28 | -17.11% |
Bree Pate Olisti Co. Wealth LLC | 501 | $121,020.57 | $252,949.9 | $131,929.33 | 109.01% |
Kevin Gray Lodestar Private Asset Management LLC | 2,106 | $329,561.65 | $1.06M | $733,736.71 | 222.64% |
Amy Ardeel Icon Wealth Advisors LLC | 843 | $179,023.46 | $448,239.96 | $269,216.5 | 150.38% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,930 | $595,302.15 | $974,437.72 | $379,135.57 | 63.69% |
Jeffrey Hanson Breakwater Capital Group | 634 | $190,928.69 | $320,100.27 | $129,171.58 | 67.65% |
Moises Valladares Insigneo Advisory Services LLC | 2,538 | $562,071.02 | $1.28M | $719,339.83 | 127.98% |
| NH Nathaniel Holden Core Wealth Partners LLC | 524 | $335,767 | $264,562.37 | -$71,204.63 | -21.21% |
Ashley Buboltz Moran Wealth Management LLC | 4,593 | $1.51M | $2.44M | $932,654.75 | 61.78% |