| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 10,043 | $2.37M | $3.55M | $1.18M | 49.91% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 2,345 | $987,630.19 | $844,340.7 | -$143,289.49 | -14.51% |
Brian Dechow SWAN Capital LLC | 332 | $89,369.14 | $117,219.24 | $27,850.1 | 31.16% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 13,765 | $3.78M | $4.85M | $1.08M | 28.46% |
Bert D. Barre Colonial Trust Co. / SC | 1,478 | $488,767.05 | $534,599.99 | $45,832.94 | 9.38% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,091 | $458,874.61 | $395,411.13 | -$63,463.48 | -13.83% |
Daniel Guy Ethos Financial Group LLC | 14,303 | $4.52M | $5.02M | $504,541.38 | 11.16% |
Bridget Davis Cedar Point Capital Partners LLC | 724 | $318,603.96 | $260,973.04 | -$57,630.92 | -18.09% |
Richard S. Levenson Western Financial Corp./CA | 3,434 | $1.24M | $1.23M | -$4,835.38 | -0.39% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,994 | $1.04M | $1.45M | $405,434.22 | 38.9% |
Victoria Latham Fiduciary Alliance LLC | 8,004 | $3.44M | $2.81M | -$629,877.29 | -18.3% |
Gary Dempsey Leslie Global Wealth LLC | 1,110 | $443,914.77 | $399,633.3 | -$44,281.47 | -9.98% |
Mark Meredith Meredith Wealth Planning | 3,296 | $1.45M | $1.18M | -$267,531.47 | -18.43% |
Morgan Carter RFP Financial Group LLC | 807 | $198,196.08 | $290,818.59 | $92,622.51 | 46.73% |
Kellie Borror Daner Wealth Management LLC | 1,358 | $482,965.29 | $491,433.04 | $8,467.75 | 1.75% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,163 | $817,218.68 | $765,399.18 | -$51,819.5 | -6.34% |
Loni Adams Daymark Wealth Partners LLC | 52,554 | $17.83M | $18.54M | $714,878.75 | 4.01% |
Jessica Thayer Unique Wealth LLC | 3,063 | $901,621.78 | $1.1M | $200,419.89 | 22.23% |
Brian Matter Creative Capital Management Investments LLC | 1,514 | $439,983.54 | $548,734.16 | $108,750.62 | 24.72% |
Nolan Langford Left Brain Wealth Management LLC | 7,733 | $3.14M | $2.8M | -$338,991.14 | -10.79% |