| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 1,363 | $251,089.39 | $375,833.61 | $124,744.22 | 49.68% |
Alex Nunnamaker Schechter Investment Advisors LLC | 7,315 | $1.24M | $2.02M | $773,766.24 | 62.24% |
Brian Dechow SWAN Capital LLC | 23 | $3,990 | $6,342.02 | $2,352.02 | 58.95% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,780 | $365,646.1 | $490,817.18 | $125,171.08 | 34.23% |
Bert D. Barre Colonial Trust Co. / SC | 21,271 | $3.48M | $5.87M | $2.39M | 68.68% |
Daniel Guy Ethos Financial Group LLC | 2,147 | $391,222.96 | $592,013.76 | $200,790.8 | 51.32% |
Richard S. Levenson Western Financial Corp./CA | 15,056 | $4.49M | $4.15M | -$336,200.71 | -7.49% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 809 | $241,139 | $223,073.65 | -$18,065.35 | -7.49% |
Victoria Latham Fiduciary Alliance LLC | 34,102 | $6.08M | $9.4M | $3.32M | 54.6% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 16,185 | $2.79M | $4.46M | $1.67M | 59.87% |
Loni Adams Daymark Wealth Partners LLC | 10,314 | $1.99M | $2.84M | $849,698.17 | 42.61% |
Brian Matter Creative Capital Management Investments LLC | 40 | $11,922.8 | $11,029.6 | -$893.2 | -7.49% |
Michael Snyder Beaumont Financial Advisors LLC | 5,380 | $896,107.32 | $1.48M | $587,373.83 | 65.55% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,299 | $1.12M | $1.74M | $616,911.68 | 55.08% |
Holly Skipper Verum Partners LLC | 1,432 | $426,836 | $394,859.67 | -$31,976.33 | -7.49% |
Patrick D. Hayes Canopy Partners LLC | 3,048 | $539,104.18 | $840,455.49 | $301,351.31 | 55.9% |
Marc White Clarendon Private LLC | 3,694 | $689,270.43 | $1.02M | $329,313.09 | 47.78% |
Sheryl Stephens Stephens Consulting LLC | 110 | $19,084 | $30,331.4 | $11,247.4 | 58.94% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 3,453 | $579,812.94 | $952,130.19 | $372,317.25 | 64.21% |
Lucas Mosher SP Asset Management LLC | 1,184 | $206,278.72 | $326,476.15 | $120,197.43 | 58.27% |