| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 422 | $239,780.22 | $284,090.4 | $44,310.18 | 18.48% |
Bert D. Barre Colonial Trust Co. / SC | 1,301 | $673,332.22 | $904,090.92 | $230,758.7 | 34.27% |
Daniel Guy Ethos Financial Group LLC | 595 | $345,032.72 | $400,554.01 | $55,521.29 | 16.09% |
Victoria Latham Fiduciary Alliance LLC | 1,725 | $986,086.82 | $1.16M | $175,183.2 | 17.77% |
| RDL Rodrigo De La Garza Summa Corp. | 1,253 | $685,620.01 | $872,357.39 | $186,737.38 | 27.24% |
Christopher D. Rich EnRich Financial Partners LLC | 790 | $419,324.03 | $547,375.2 | $128,051.17 | 30.54% |
Nolan Hoffmeyer Thematics Asset Management | 60,484 | $32.17M | $40.72M | $8.55M | 26.57% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 11,223 | $5.96M | $7.56M | $1.6M | 26.83% |
Loni Adams Daymark Wealth Partners LLC | 10,096 | $5.61M | $6.96M | $1.35M | 24.01% |
Brian Matter Creative Capital Management Investments LLC | 104 | $62,455.92 | $72,434.96 | $9,979.04 | 15.98% |
Michael Snyder Beaumont Financial Advisors LLC | 2,039 | $1.01M | $1.37M | $365,268.64 | 36.26% |
Holly Skipper Verum Partners LLC | 461 | $231,127 | $305,661.43 | $74,534.43 | 32.25% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,270 | $2.1M | $2.83M | $732,347.72 | 34.89% |
Patrick D. Hayes Canopy Partners LLC | 937 | $489,824.49 | $630,788.41 | $140,963.92 | 28.78% |
Marc White Clarendon Private LLC | 1,122 | $576,319.74 | $755,330.4 | $179,010.66 | 31.06% |
Sheryl Stephens Stephens Consulting LLC | 11 | $6,374 | $7,405.2 | $1,031.2 | 16.18% |
| BS Ben Salamian Arvin Capital Management LP | 57,017 | $27.94M | $39.26M | $11.32M | 40.53% |
Dennis Wallace Fortune Financial Advisors LLC | 1,762 | $866,144 | $1.17M | $302,132.44 | 34.88% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 696 | $342,134.08 | $484,708.32 | $142,574.24 | 41.67% |
| BP Brett Pohl Kingdom Financial Group LLC | 9 | $4,616.23 | $6,204.01 | $1,587.78 | 34.4% |